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 | $3,685,929 | -10.9% | 84,317 | -7.3% | 2.83% | -8.4% |
| Q2 2023 | $4,136,640 | -5.4% | 90,975 | -5.0% | 3.09% | -9.7% |
| Q1 2023 | $4,374,930 | +16.1% | 95,794 | +14.2% | 3.42% | +7.4% |
| Q4 2022 | $3,767,670 | +30.0% | 83,856 | +28.8% | 3.18% | +18.1% |
| Q3 2022 | $2,898,000 | +12.9% | 65,124 | +21.8% | 2.69% | +29.3% |
| Q2 2022 | $2,567,000 | -26.6% | 53,475 | -24.2% | 2.08% | -21.3% |
| Q1 2022 | $3,499,000 | +4.5% | 70,504 | +11.4% | 2.65% | +5.7% |
| Q4 2021 | $3,349,000 | +46.5% | 63,266 | +48.0% | 2.50% | +30.9% |
| Q2 2021 | $2,286,000 | +63.3% | 42,738 | +61.0% | 1.91% | +46.8% |
| Q1 2021 | $1,400,000 | – | 26,544 | – | 1.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ZRC WEALTH MANAGEMENT, LLC | 441,611 | $19,305,038 | 16.67% |
| MCMORGAN & CO LLC | 2,034,125 | $88,921,784 | 16.44% |
| Williams Financial, LLC | 456,586 | $19,959,650 | 15.16% |
| High Falls Advisors, Inc | 986,973 | $43,145,542 | 12.95% |
| ONE Advisory Partners, LLC | 470,175 | $20,553,698 | 12.01% |
| Keystone Financial Services | 445,919 | $19,493,345 | 10.32% |
| Sharkey, Howes & Javer | 1,147,311 | $50,154,716 | 9.61% |
| Private Ocean, LLC | 1,632,359 | $71,358,568 | 9.06% |
| TNF LLC | 446,550 | $19,023,049 | 8.83% |
| Compass Ion Advisors, LLC | 1,102,715 | $48,205,214 | 8.27% |