ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 243 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $671,069 | -0.5% | 15,351 | +3.5% | 0.11% | +0.9% |
| Q2 2023 | $674,366 | -4.7% | 14,831 | -3.3% | 0.11% | -10.8% |
| Q1 2023 | $707,710 | -25.1% | 15,335 | -27.0% | 0.12% | -29.4% |
| Q4 2022 | $944,294 | +72.3% | 21,017 | +70.6% | 0.17% | +75.3% |
| Q3 2022 | $548,000 | -5.7% | 12,320 | -0.7% | 0.10% | -8.5% |
| Q2 2022 | $581,000 | -0.9% | 12,404 | +0.7% | 0.11% | -4.5% |
| Q1 2022 | $586,000 | -56.8% | 12,313 | -51.9% | 0.11% | -63.6% |
| Q4 2021 | $1,355,000 | +107.8% | 25,600 | +109.0% | 0.30% | +74.3% |
| Q3 2021 | $652,000 | +3.3% | 12,249 | +3.9% | 0.18% | -10.7% |
| Q2 2021 | $631,000 | +124.6% | 11,790 | +123.2% | 0.20% | +67.5% |
| Q1 2021 | $281,000 | -40.8% | 5,282 | -39.3% | 0.12% | -45.8% |
| Q4 2020 | $475,000 | +10.7% | 8,695 | +10.0% | 0.22% | -8.1% |
| Q3 2020 | $429,000 | +32.0% | 7,905 | +32.0% | 0.24% | +15.2% |
| Q2 2020 | $325,000 | +51.9% | 5,990 | +40.0% | 0.20% | +14.0% |
| Q1 2018 | $214,000 | +5.9% | 4,279 | +7.9% | 0.18% | +15.5% |
| Q4 2017 | $202,000 | – | 3,967 | – | 0.16% | – |
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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% |