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 | $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% | – |
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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% |