ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 497 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.13 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $357,201 | -55.2% | 8,171 | -53.4% | 0.06% | -29.8% |
| Q2 2023 | $796,474 | -1.3% | 17,516 | +0.2% | 0.08% | -7.7% |
| Q1 2023 | $807,021 | -3.0% | 17,487 | -5.5% | 0.09% | -10.8% |
| Q4 2022 | $831,627 | +29.3% | 18,509 | +28.1% | 0.10% | +15.9% |
| Q3 2022 | $643,000 | -10.7% | 14,453 | -6.1% | 0.09% | -6.4% |
| Q2 2022 | $720,000 | -6.0% | 15,388 | -0.3% | 0.09% | +10.6% |
| Q1 2022 | $766,000 | +42.4% | 15,431 | +51.8% | 0.08% | +46.6% |
| Q4 2021 | $538,000 | -20.1% | 10,165 | -19.6% | 0.06% | -34.8% |
| Q3 2021 | $673,000 | +80.9% | 12,636 | +81.8% | 0.09% | +48.3% |
| Q2 2021 | $372,000 | – | 6,950 | – | 0.06% | – |
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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% |