ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 461 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,141,577 | +2.6% | 94,740 | +6.7% | 0.62% | -6.7% |
| Q2 2023 | $4,037,750 | -4.8% | 88,800 | -3.4% | 0.67% | -23.6% |
| Q1 2023 | $4,241,735 | +5.3% | 91,912 | +2.5% | 0.88% | -0.3% |
| Q4 2022 | $4,028,530 | +6.9% | 89,662 | +5.9% | 0.88% | -22.5% |
| Q3 2022 | $3,769,000 | +5.7% | 84,689 | +11.2% | 1.14% | +2.1% |
| Q2 2022 | $3,566,000 | -0.8% | 76,158 | +5.2% | 1.11% | +31.6% |
| Q1 2022 | $3,594,000 | +6.5% | 72,420 | +13.6% | 0.85% | +7.9% |
| Q4 2021 | $3,374,000 | +13.1% | 63,736 | +13.7% | 0.78% | +10.4% |
| Q3 2021 | $2,983,000 | +18.4% | 56,032 | +18.9% | 0.71% | +5.5% |
| Q2 2021 | $2,520,000 | +41.8% | 47,120 | +39.9% | 0.67% | +28.4% |
| Q1 2021 | $1,777,000 | +66.7% | 33,686 | +71.8% | 0.52% | +8.0% |
| Q4 2020 | $1,066,000 | – | 19,609 | – | 0.48% | – |
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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% |