ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 511 filers reported holding ISHARES TR in Q4 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 ↓ |
|---|---|---|---|
| Williams Financial, LLC | 575,429 | $26,164,751 | 19.51% |
| MCMORGAN & CO LLC | 1,977,443 | $89,914,346 | 16.91% |
| Stone House Investment Management, LLC | 980,266 | $44,572,692 | 16.16% |
| ZRC WEALTH MANAGEMENT, LLC | 402,366 | $18,902,196 | 15.92% |
| High Falls Advisors, Inc | 1,005,004 | $45,697,522 | 13.03% |
| ONE Advisory Partners, LLC | 486,639 | $22,127,458 | 12.45% |
| Copperleaf Capital, LLC | 279,828 | $12,723,784 | 11.92% |
| Keystone Financial Services | 476,707 | $21,675,876 | 11.07% |
| Sharkey, Howes & Javer | 1,140,763 | $51,870,514 | 9.82% |
| TNF LLC | 467,300 | $21,248,116 | 9.27% |