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 | $1,232,802 | -5.8% | 28,201 | -2.1% | 1.53% | +14.7% |
| Q2 2023 | $1,309,355 | -6.8% | 28,796 | -5.5% | 1.33% | -6.6% |
| Q1 2023 | $1,405,586 | -65.1% | 30,456 | -66.0% | 1.42% | -54.2% |
| Q4 2022 | $4,024,417 | -2.5% | 89,570 | -3.4% | 3.11% | -5.0% |
| Q3 2022 | $4,128,000 | -7.3% | 92,756 | -2.5% | 3.27% | -1.9% |
| Q2 2022 | $4,454,000 | -18.8% | 95,134 | -13.9% | 3.34% | -7.4% |
| Q1 2022 | $5,486,000 | +18.0% | 110,534 | +25.8% | 3.60% | +27.1% |
| Q4 2021 | $4,649,000 | +51.8% | 87,830 | +52.7% | 2.83% | +46.1% |
| Q3 2021 | $3,062,000 | +4.1% | 57,518 | +4.6% | 1.94% | +6.8% |
| Q2 2021 | $2,941,000 | – | 54,981 | – | 1.82% | – |
Download | ||||||
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% |