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 2022 | $159,000 | -26.0% | 3,567 | -22.3% | 0.13% | -21.2% |
| Q2 2022 | $215,000 | -62.5% | 4,588 | -60.3% | 0.17% | -54.2% |
| Q1 2022 | $573,000 | -91.3% | 11,553 | -90.8% | 0.37% | -90.7% |
| Q4 2021 | $6,616,000 | -27.9% | 124,991 | -27.5% | 4.00% | -31.6% |
| Q3 2021 | $9,175,000 | -11.0% | 172,340 | -10.6% | 5.84% | -10.3% |
| Q2 2021 | $10,312,000 | – | 192,790 | – | 6.51% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Firestone Capital Management | 608,771 | $33,105,000 | 14.82% |
| First Ascent Asset Management, LLC | 453,932 | $24,685,000 | 13.39% |
| Old North State Trust, LLC | 231,663 | $12,598,000 | 8.48% |
| Wilshire Advisors LLC | 129,954 | $7,067,000 | 7.19% |
| CORRADO ADVISORS, LLC | 153,578 | $8,351,000 | 6.94% |
| JACOBSON & SCHMITT ADVISORS, LLC | 326,026 | $17,729,000 | 6.75% |
| R. W. Roge & Company, Inc. | 160,828 | $8,749,000 | 6.73% |
| Karp Capital Management Corp | 316,474 | $17,210,000 | 4.21% |
| Clearshares LLC | 88,518 | $4,814,000 | 4.17% |
| AGILIS PARTNERS LLC | 194,581 | $10,581,000 | 3.97% |