ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 373 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $223,441 | -28.6% | 5,111 | -25.7% | 0.10% | -20.3% |
| Q2 2023 | $312,880 | +31.8% | 6,881 | +33.7% | 0.12% | +3.4% |
| Q1 2023 | $237,409 | +0.7% | 5,145 | -1.9% | 0.12% | +10.2% |
| Q4 2022 | $235,703 | +8.6% | 5,246 | +7.4% | 0.11% | -1.8% |
| Q3 2022 | $217,000 | -9.6% | 4,883 | -4.6% | 0.11% | -9.8% |
| Q2 2022 | $240,000 | -9.8% | 5,118 | -4.6% | 0.12% | +3.4% |
| Q1 2022 | $266,000 | -5.0% | 5,363 | +1.3% | 0.12% | +4.4% |
| Q4 2021 | $280,000 | +12.4% | 5,293 | +13.2% | 0.11% | -2.6% |
| Q3 2021 | $249,000 | +43.1% | 4,677 | +42.5% | 0.12% | +46.8% |
| Q2 2021 | $174,000 | +7.4% | 3,283 | +6.0% | 0.08% | -1.2% |
| Q1 2021 | $162,000 | +88.4% | 3,098 | +99.7% | 0.08% | +63.3% |
| Q4 2020 | $86,000 | +1.2% | 1,551 | 0.0% | 0.05% | -3.9% |
| Q3 2020 | $85,000 | – | 1,551 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Williams Financial, LLC | 552,421 | $25,494,230 | 19.90% |
| ZRC WEALTH MANAGEMENT, LLC | 376,827 | $17,390,577 | 15.92% |
| Stone House Investment Management, LLC | 924,482 | $42,664,834 | 14.42% |
| High Falls Advisors, Inc | 1,005,368 | $46,397,734 | 13.81% |
| MCMORGAN & CO LLC | 1,339,996 | $61,840,818 | 12.73% |
| ONE Advisory Partners, LLC | 468,953 | $21,642,194 | 12.73% |
| Keystone Financial Services | 463,902 | $21,409,080 | 11.47% |
| Copperleaf Capital, LLC | 245,381 | $11,324,329 | 11.26% |
| TNF LLC | 455,197 | $21,052,871 | 9.47% |
| JB Capital LLC | 2,203,547 | $101,693,737 | 9.28% |