ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 511 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
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% | – |
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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% |