ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 511 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
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 ↓ |
|---|---|---|---|
| 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% |