ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 343 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,030,000 | -9.6% | 23,147 | -2.5% | 0.26% | +0.4% |
| Q2 2022 | $1,140,000 | -9.1% | 23,747 | -6.0% | 0.26% | -17.6% |
| Q1 2022 | $1,254,000 | -6.3% | 25,272 | +0.0% | 0.32% | -14.1% |
| Q4 2021 | $1,338,000 | -0.5% | 25,271 | 0.0% | 0.37% | -15.1% |
| Q3 2021 | $1,345,000 | -0.9% | 25,271 | -0.4% | 0.44% | +1.2% |
| Q2 2021 | $1,357,000 | +1.4% | 25,371 | 0.0% | 0.43% | -7.9% |
| Q1 2021 | $1,338,000 | -6.3% | 25,371 | -3.1% | 0.47% | -12.4% |
| Q4 2020 | $1,428,000 | – | 26,170 | – | 0.53% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tri-Star Advisors Inc. | 465,104 | $24,748,000 | 10.87% |
| Firestone Capital Management | 601,137 | $32,155,000 | 10.64% |
| First Ascent Asset Management, LLC | 899,864 | $47,909,000 | 10.64% |
| Williams Financial, LLC | 209,495 | $11,154,000 | 9.65% |
| R. W. Roge & Company, Inc. | 267,725 | $14,176,000 | 8.40% |
| MCMORGAN & CO LLC | 778,751 | $41,461,000 | 8.32% |
| ONE Advisory Partners, LLC | 237,025 | $12,619,000 | 7.83% |
| High Falls Advisors, Inc | 540,099 | $28,755,000 | 7.81% |
| SigFig Wealth Management, LLC | 2,595,464 | $138,183,000 | 6.93% |
| JACOBSON & SCHMITT ADVISORS, LLC | 465,331 | $24,774,000 | 6.83% |