ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 461 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 3.48 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $7,704,937 | -0.7% | 169,451 | +0.8% | 4.03% | -6.9% |
| Q1 2023 | $7,760,538 | +17.6% | 168,159 | +14.5% | 4.33% | +8.4% |
| Q4 2022 | $6,601,205 | +45.9% | 146,922 | +44.5% | 3.99% | +35.3% |
| Q3 2022 | $4,526,000 | -15.0% | 101,699 | -5.2% | 2.95% | +1.5% |
| Q1 2022 | $5,324,000 | +15.8% | 107,264 | +23.5% | 2.91% | +19.1% |
| Q4 2021 | $4,598,000 | +2.3% | 86,871 | +2.9% | 2.44% | -6.4% |
| Q3 2021 | $4,496,000 | -16.9% | 84,442 | -16.5% | 2.61% | -18.1% |
| Q2 2021 | $5,412,000 | -6.1% | 101,180 | -7.4% | 3.19% | -19.2% |
| Q1 2021 | $5,763,000 | +29.5% | 109,259 | +33.1% | 3.94% | +21.1% |
| Q4 2020 | $4,449,000 | – | 82,097 | – | 3.26% | – |
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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% |