ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 461 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
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 ↓ |
|---|---|---|---|
| Tri-Star Advisors Inc. | 465,104 | $24,748,000 | 10.87% |
| Firestone Capital Management | 601,137 | $32,155,000 | 10.64% |
| First Ascent Asset Management, LLC | 899,864 | $47,909,000 | 10.64% |
| Williams Financial, LLC | 209,495 | $11,154,000 | 9.65% |
| R. W. Roge & Company, Inc. | 267,725 | $14,176,000 | 8.40% |
| MCMORGAN & CO LLC | 778,751 | $41,461,000 | 8.32% |
| ONE Advisory Partners, LLC | 237,025 | $12,619,000 | 7.83% |
| High Falls Advisors, Inc | 540,099 | $28,755,000 | 7.81% |
| SigFig Wealth Management, LLC | 2,595,464 | $138,183,000 | 6.93% |
| JACOBSON & SCHMITT ADVISORS, LLC | 465,331 | $24,774,000 | 6.83% |