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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,416,701 | +9.5% | 30,751 | +1.7% | 1.03% | +9.2% |
| Q3 2023 | $1,293,492 | -15.6% | 30,236 | -10.5% | 0.94% | -28.8% |
| Q2 2023 | $1,531,745 | -68.6% | 33,768 | -68.0% | 1.33% | -72.7% |
| Q1 2023 | $4,871,693 | +54.8% | 105,564 | +50.7% | 4.86% | +69.8% |
| Q4 2022 | $3,148,088 | +5.3% | 70,065 | +3.1% | 2.86% | -7.9% |
| Q3 2022 | $2,990,000 | +379.9% | 67,953 | +410.3% | 3.11% | +409.5% |
| Q2 2022 | $623,000 | -62.0% | 13,316 | -59.9% | 0.61% | -50.0% |
| Q1 2022 | $1,641,000 | – | 33,208 | – | 1.22% | – |
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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% |