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 ↓ |
|---|---|---|---|
| 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% |