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 | $277,129 | -33.3% | 6,339 | -30.6% | 0.15% | -35.0% |
| Q2 2023 | $415,554 | -0.8% | 9,139 | +0.2% | 0.24% | -10.2% |
| Q1 2023 | $418,768 | +79.6% | 9,121 | +75.8% | 0.26% | +73.7% |
| Q4 2022 | $233,142 | -56.6% | 5,189 | -57.0% | 0.15% | -58.1% |
| Q3 2022 | $537,000 | -36.8% | 12,064 | -33.6% | 0.36% | -38.3% |
| Q2 2022 | $850,000 | -21.9% | 18,164 | -17.1% | 0.59% | -10.4% |
| Q1 2022 | $1,088,000 | +37.0% | 21,917 | +46.1% | 0.66% | +26.9% |
| Q4 2021 | $794,000 | – | 15,003 | – | 0.52% | – |
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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% |