ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 18 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,117,754 | -28.3% | 71,320 | -25.4% | 0.47% | -17.2% |
| Q2 2023 | $4,345,386 | -15.3% | 95,566 | -14.0% | 0.56% | -16.5% |
| Q1 2023 | $5,129,923 | +28.1% | 111,158 | +24.7% | 0.67% | +21.2% |
| Q4 2022 | $4,004,852 | +74.0% | 89,135 | +72.4% | 0.56% | +49.9% |
| Q3 2022 | $2,301,000 | +52.2% | 51,699 | +60.1% | 0.37% | +59.9% |
| Q2 2022 | $1,512,000 | +110.6% | 32,289 | +123.3% | 0.23% | +139.2% |
| Q1 2022 | $718,000 | +133.9% | 14,457 | +149.1% | 0.10% | +136.6% |
| Q4 2021 | $307,000 | – | 5,803 | – | 0.04% | – |
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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% |