ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 394 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $347,709 | -5.2% | 7,954 | -1.4% | 0.17% | -4.0% |
| Q2 2023 | $366,806 | -1.5% | 8,067 | -2.7% | 0.18% | -15.0% |
| Q4 2022 | $372,425 | +0.4% | 8,289 | +0.2% | 0.21% | +2.5% |
| Q3 2022 | $371,000 | -6.3% | 8,276 | -2.2% | 0.20% | -6.9% |
| Q2 2022 | $396,000 | -39.4% | 8,462 | -35.7% | 0.22% | -27.5% |
| Q1 2022 | $654,000 | -4.8% | 13,169 | +0.7% | 0.30% | +2.4% |
| Q4 2021 | $687,000 | -4.3% | 13,075 | -3.3% | 0.29% | -7.0% |
| Q3 2021 | $718,000 | -3.5% | 13,523 | -2.3% | 0.31% | -10.6% |
| Q2 2021 | $744,000 | – | 13,842 | – | 0.35% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ZRC WEALTH MANAGEMENT, LLC | 441,611 | $19,305,038 | 16.67% |
| MCMORGAN & CO LLC | 2,034,125 | $88,921,784 | 16.44% |
| Williams Financial, LLC | 456,586 | $19,959,650 | 15.16% |
| High Falls Advisors, Inc | 986,973 | $43,145,542 | 12.95% |
| ONE Advisory Partners, LLC | 470,175 | $20,553,698 | 12.01% |
| Keystone Financial Services | 445,919 | $19,493,345 | 10.32% |
| Sharkey, Howes & Javer | 1,147,311 | $50,154,716 | 9.61% |
| Private Ocean, LLC | 1,632,359 | $71,358,568 | 9.06% |
| TNF LLC | 446,550 | $19,023,049 | 8.83% |
| Compass Ion Advisors, LLC | 1,102,715 | $48,205,214 | 8.27% |