ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 497 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.13 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $457,390 | -3.9% | 10,463 | 0.0% | 0.12% | -11.4% |
Q2 2023 | $475,753 | -8.5% | 10,463 | -7.2% | 0.14% | -1.4% |
Q1 2023 | $520,202 | -28.4% | 11,272 | -30.3% | 0.14% | -32.7% |
Q4 2022 | $726,652 | -31.6% | 16,173 | -32.3% | 0.21% | -39.9% |
Q3 2022 | $1,063,000 | -16.7% | 23,889 | -12.3% | 0.35% | -14.4% |
Q2 2022 | $1,276,000 | -22.9% | 27,254 | -18.2% | 0.41% | -16.7% |
Q1 2022 | $1,654,000 | -8.0% | 33,329 | -1.9% | 0.49% | -12.1% |
Q4 2021 | $1,798,000 | -28.4% | 33,986 | -28.0% | 0.56% | -33.0% |
Q3 2021 | $2,512,000 | -1.0% | 47,197 | -0.5% | 0.84% | -4.5% |
Q2 2021 | $2,538,000 | -0.7% | 47,450 | -2.1% | 0.88% | -13.5% |
Q1 2021 | $2,556,000 | +1.9% | 48,471 | +5.4% | 1.01% | -8.3% |
Q4 2020 | $2,509,000 | – | 45,981 | – | 1.10% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Tri-Star Advisors Inc. | 465,104 | $24,748,000 | 10.87% |
Firestone Capital Management | 601,137 | $32,155,000 | 10.64% |
First Ascent Asset Management, LLC | 899,864 | $47,909,000 | 10.64% |
Williams Financial, LLC | 209,495 | $11,154,000 | 9.65% |
R. W. Roge & Company, Inc. | 267,725 | $14,176,000 | 8.40% |
MCMORGAN & CO LLC | 778,751 | $41,461,000 | 8.32% |
ONE Advisory Partners, LLC | 237,025 | $12,619,000 | 7.83% |
High Falls Advisors, Inc | 540,099 | $28,755,000 | 7.81% |
SigFig Wealth Management, LLC | 2,595,464 | $138,183,000 | 6.93% |
JACOBSON & SCHMITT ADVISORS, LLC | 465,331 | $24,774,000 | 6.83% |