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 | $452,648 | +28.3% | 10,355 | +33.4% | 0.32% | +32.2% |
| Q2 2023 | $352,862 | +72.5% | 7,760 | +75.1% | 0.24% | +65.5% |
| Q1 2023 | $204,560 | -90.3% | 4,433 | -89.5% | 0.15% | -68.7% |
| Q1 2022 | $2,099,000 | +71.8% | 42,298 | +83.2% | 0.47% | +38.7% |
| Q4 2021 | $1,222,000 | +5.8% | 23,090 | +6.5% | 0.34% | -6.8% |
| Q3 2021 | $1,155,000 | +127.8% | 21,685 | +128.6% | 0.37% | -2.7% |
| Q2 2021 | $507,000 | – | 9,487 | – | 0.38% | – |
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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% |