ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 527 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 8.80 and the average weighting 1.0%.
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% | – |
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% |