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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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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% |