ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 394 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,012,221 | +83.4% | 23,155 | +90.8% | 0.46% | +87.7% |
| Q2 2023 | $551,778 | -1.9% | 12,135 | -0.5% | 0.24% | +1.7% |
| Q1 2023 | $562,615 | -0.3% | 12,191 | -2.9% | 0.24% | -4.0% |
| Q4 2022 | $564,231 | +12.2% | 12,558 | +11.2% | 0.25% | +3.3% |
| Q3 2022 | $503,000 | -60.6% | 11,294 | -58.6% | 0.24% | -58.8% |
| Q2 2022 | $1,277,000 | +0.5% | 27,277 | +6.5% | 0.59% | +11.8% |
| Q1 2022 | $1,271,000 | +113.3% | 25,605 | +127.4% | 0.52% | +128.3% |
| Q4 2021 | $596,000 | +52.8% | 11,260 | +53.5% | 0.23% | +44.7% |
| Q3 2021 | $390,000 | +22.3% | 7,334 | +23.1% | 0.16% | +21.4% |
| Q2 2021 | $319,000 | -82.0% | 5,956 | -82.3% | 0.13% | -83.3% |
| Q1 2021 | $1,771,000 | +450.0% | 33,572 | +468.7% | 0.79% | +424.0% |
| Q4 2020 | $322,000 | – | 5,903 | – | 0.15% | – |
Download | ||||||
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% |