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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $426,986 | -44.3% | 9,390 | -43.5% | 0.12% | -38.9% |
| Q1 2023 | $766,903 | -1.8% | 16,618 | -4.4% | 0.20% | -3.3% |
| Q4 2022 | $780,790 | +23.0% | 17,378 | +21.9% | 0.21% | +11.1% |
| Q3 2022 | $635,000 | -9.2% | 14,259 | -4.4% | 0.19% | -3.1% |
| Q2 2022 | $699,000 | +5.6% | 14,923 | +11.8% | 0.20% | +19.6% |
| Q1 2022 | $662,000 | +12.2% | 13,347 | +19.7% | 0.16% | +18.1% |
| Q4 2021 | $590,000 | +4.6% | 11,155 | +5.3% | 0.14% | +2.2% |
| Q3 2021 | $564,000 | +15.8% | 10,595 | +16.3% | 0.14% | +16.4% |
| Q2 2021 | $487,000 | +31.6% | 9,112 | +30.1% | 0.12% | +23.4% |
| Q1 2021 | $370,000 | – | 7,006 | – | 0.09% | – |
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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% |