ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 527 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 8.80 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 ↓ |
|---|---|---|---|
| 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% |