ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 243 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $209,045 | -3.9% | 4,782 | 0.0% | 0.05% | -2.1% |
| Q2 2023 | $217,438 | +1.2% | 4,782 | 0.0% | 0.05% | -9.4% |
| Q4 2022 | $214,855 | -65.2% | 4,782 | -63.8% | 0.05% | -66.9% |
| Q2 2022 | $618,000 | +27.4% | 13,210 | +34.9% | 0.16% | +40.4% |
| Q1 2022 | $485,000 | -50.3% | 9,790 | -46.9% | 0.11% | -50.6% |
| Q4 2021 | $975,000 | +1.8% | 18,433 | +2.4% | 0.23% | -9.4% |
| Q3 2021 | $958,000 | -12.7% | 18,003 | -12.3% | 0.26% | -14.4% |
| Q2 2021 | $1,097,000 | +291.8% | 20,518 | +286.5% | 0.30% | +96.1% |
| Q1 2021 | $280,000 | +37.3% | 5,309 | +42.0% | 0.15% | +117.1% |
| Q4 2020 | $204,000 | – | 3,738 | – | 0.07% | – |
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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% |