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 | 552,421 | $25,494,230 | 19.90% |
| ZRC WEALTH MANAGEMENT, LLC | 376,827 | $17,390,577 | 15.92% |
| Stone House Investment Management, LLC | 924,482 | $42,664,834 | 14.42% |
| High Falls Advisors, Inc | 1,005,368 | $46,397,734 | 13.81% |
| MCMORGAN & CO LLC | 1,339,996 | $61,840,818 | 12.73% |
| ONE Advisory Partners, LLC | 468,953 | $21,642,194 | 12.73% |
| Keystone Financial Services | 463,902 | $21,409,080 | 11.47% |
| Copperleaf Capital, LLC | 245,381 | $11,324,329 | 11.26% |
| TNF LLC | 455,197 | $21,052,871 | 9.47% |
| JB Capital LLC | 2,203,547 | $101,693,737 | 9.28% |