ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 456 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,986,834 | +22.6% | 342,791 | +27.5% | 0.57% | +26.4% |
| Q2 2023 | $12,221,795 | -3.2% | 268,788 | -1.8% | 0.45% | -8.3% |
| Q1 2023 | $12,629,497 | +220310.1% | 273,662 | +114.6% | 0.49% | +52.8% |
| Q4 2022 | $5,730 | -99.9% | 127,538 | -7.8% | 0.32% | -13.9% |
| Q3 2022 | $6,159,000 | -49.9% | 138,394 | -47.3% | 0.37% | -26.1% |
| Q2 2022 | $12,286,000 | -36.5% | 262,407 | -32.6% | 0.51% | -2.3% |
| Q1 2022 | $19,337,000 | +40.8% | 389,126 | +50.0% | 0.52% | +69.8% |
| Q4 2021 | $13,735,000 | +8.2% | 259,486 | +8.8% | 0.30% | -9.2% |
| Q3 2021 | $12,697,000 | +10.9% | 238,433 | +11.4% | 0.34% | +8.4% |
| Q2 2021 | $11,450,000 | +51.8% | 214,060 | +50.2% | 0.31% | +54.2% |
| Q1 2021 | $7,541,000 | – | 142,523 | – | 0.20% | – |
Download | ||||||
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% |