ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 461 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
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 ↓ |
|---|---|---|---|
| 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% |