ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 461 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 3.48 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $17,352,000 | – | 326,849 | – | 8.38% | – |
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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% |