ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 456 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $399,877 | +110.5% | 8,900 | +108.0% | 0.06% | -6.6% |
| Q3 2022 | $190,000 | -99.9% | 4,278 | +11.4% | 0.06% | +1.7% |
| Q2 2022 | $179,836,000 | +109556.1% | 3,841 | +15.9% | 0.06% | +36.4% |
| Q1 2022 | $164,000 | +18.8% | 3,313 | +27.9% | 0.04% | -10.2% |
| Q3 2021 | $138,000 | +245.0% | 2,590 | +250.5% | 0.05% | +226.7% |
| Q2 2021 | $40,000 | – | 739 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Firestone Capital Management | 608,771 | $33,105,000 | 14.82% |
| First Ascent Asset Management, LLC | 453,932 | $24,685,000 | 13.39% |
| Old North State Trust, LLC | 231,663 | $12,598,000 | 8.48% |
| Wilshire Advisors LLC | 129,954 | $7,067,000 | 7.19% |
| CORRADO ADVISORS, LLC | 153,578 | $8,351,000 | 6.94% |
| JACOBSON & SCHMITT ADVISORS, LLC | 326,026 | $17,729,000 | 6.75% |
| R. W. Roge & Company, Inc. | 160,828 | $8,749,000 | 6.73% |
| Karp Capital Management Corp | 316,474 | $17,210,000 | 4.21% |
| Clearshares LLC | 88,518 | $4,814,000 | 4.17% |
| AGILIS PARTNERS LLC | 194,581 | $10,581,000 | 3.97% |