Tri-Star Advisors Inc. - ISHARES TR ownership

ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 460 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Tri-Star Advisors Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$3,620,179
+297.8%
78,308
+280.7%
1.78%
+284.7%
Q3 2022$910,000
+7.4%
20,568
+14.5%
0.46%
+13.2%
Q2 2022$847,000
-97.2%
17,965
-97.1%
0.41%
-97.1%
Q1 2022$30,097,000
+20.1%
628,071
+30.9%
13.87%
+31.9%
Q4 2021$25,069,000
+1.3%
479,877
+3.2%
10.51%
-3.3%
Q3 2021$24,748,000
+0.8%
465,104
+1.4%
10.87%
-1.5%
Q2 2021$24,540,000
+41.4%
458,772
+40.4%
11.04%
+31.7%
Q1 2021$17,352,000326,8498.38%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Williams Financial, LLC 575,429$26,164,75119.51%
MCMORGAN & CO LLC 1,977,443$89,914,34616.91%
Stone House Investment Management, LLC 980,266$44,572,69216.16%
ZRC WEALTH MANAGEMENT, LLC 402,366$18,902,19615.92%
High Falls Advisors, Inc 1,005,004$45,697,52213.03%
ONE Advisory Partners, LLC 486,639$22,127,45812.45%
Copperleaf Capital, LLC 279,828$12,723,78411.92%
Keystone Financial Services 476,707$21,675,87611.07%
Sharkey, Howes & Javer 1,140,763$51,870,5149.82%
TNF LLC 467,300$21,248,1169.27%
View complete list of ISHARES TR shareholders