ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 509 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.30 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,988,365 | +14.9% | 159,862 | +19.5% | 0.71% | +20.2% |
| Q2 2023 | $6,080,457 | +41.6% | 133,725 | +43.7% | 0.59% | +39.2% |
| Q1 2023 | $4,295,210 | +27.0% | 93,071 | +23.6% | 0.42% | +24.0% |
| Q4 2022 | $3,382,045 | +16.3% | 75,274 | +15.2% | 0.34% | +10.7% |
| Q3 2022 | $2,907,000 | +212.2% | 65,327 | +228.4% | 0.31% | +227.7% |
| Q2 2022 | $931,000 | – | 19,890 | – | 0.09% | – |
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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% |