ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 456 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,959,650 | -23.7% | 456,586 | -20.7% | 15.16% | -22.3% |
| Q2 2023 | $26,164,751 | +2.6% | 575,429 | +4.2% | 19.51% | -2.0% |
| Q1 2023 | $25,494,230 | +57.9% | 552,421 | +52.3% | 19.90% | +45.6% |
| Q3 2022 | $16,141,000 | -2.5% | 362,716 | +8.7% | 13.67% | +9.1% |
| Q1 2022 | $16,561,000 | +33.3% | 333,689 | +42.2% | 12.52% | +33.6% |
| Q4 2021 | $12,422,000 | +11.4% | 234,691 | +12.0% | 9.37% | -2.9% |
| Q3 2021 | $11,154,000 | -0.1% | 209,495 | +0.3% | 9.65% | +6.4% |
| Q2 2021 | $11,168,000 | +46.9% | 208,796 | +44.9% | 9.08% | +38.3% |
| Q1 2021 | $7,601,000 | – | 144,104 | – | 6.56% | – |
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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% |