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 | $553,432 | -0.6% | 12,660 | +3.4% | 0.38% | +2.4% |
| Q2 2023 | $556,553 | -1.9% | 12,240 | -0.5% | 0.37% | -6.5% |
| Q1 2023 | $567,472 | +9.5% | 12,296 | +6.6% | 0.40% | +9.0% |
| Q4 2022 | $518,460 | -73.1% | 11,539 | -73.4% | 0.36% | -75.2% |
| Q3 2022 | $1,929,000 | +14.8% | 43,366 | +20.8% | 1.47% | +22.0% |
| Q2 2022 | $1,681,000 | -25.6% | 35,904 | -21.1% | 1.21% | +1.3% |
| Q1 2022 | $2,258,000 | – | 45,497 | – | 1.19% | – |
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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% |