ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 460 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,238,763 | -47.2% | 119,839 | -45.1% | 1.99% | -46.3% |
Q2 2023 | $9,917,611 | +24.3% | 218,113 | +26.2% | 3.71% | +13.6% |
Q1 2023 | $7,975,678 | +5.2% | 172,821 | +2.4% | 3.26% | -1.3% |
Q4 2022 | $7,581,662 | +13.3% | 168,744 | +12.2% | 3.31% | +4.7% |
Q3 2022 | $6,690,000 | -2.1% | 150,346 | +3.1% | 3.16% | +3.4% |
Q2 2022 | $6,831,000 | -2.4% | 145,891 | +3.4% | 3.06% | +10.1% |
Q1 2022 | $7,001,000 | +17.2% | 141,056 | +25.0% | 2.78% | +14.5% |
Q4 2021 | $5,973,000 | – | 112,839 | – | 2.42% | – |
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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% |