ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 527 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 8.80 and the average weighting 1.0%.
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 ↓ |
|---|---|---|---|
| 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% |