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 | $16,836 | +13.4% | 385,123 | +17.9% | 2.68% | +41.4% |
| Q2 2023 | $14,851 | -5.7% | 326,611 | -4.3% | 1.90% | -33.8% |
| Q1 2023 | $15,755 | +1.3% | 341,382 | -1.4% | 2.86% | -18.8% |
| Q4 2022 | $15,557 | -99.9% | 346,258 | -97.5% | 3.53% | +11.9% |
| Q3 2022 | $13,720,000 | +1.7% | 13,719,661 | +4662.8% | 3.16% | +52.9% |
| Q2 2022 | $13,487,000 | +4208.9% | 288,059 | -98.1% | 2.06% | +51.5% |
| Q1 2022 | $313,000 | -98.1% | 15,533,594 | +4848.3% | 1.36% | -37.6% |
| Q4 2021 | $16,261,000 | +146.2% | 313,920 | +153.0% | 2.18% | +141.3% |
| Q3 2021 | $6,605,000 | – | 124,058 | – | 0.90% | – |
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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% |