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 | $30,907 | -79.9% | 707 | -79.1% | 0.01% | -82.2% |
| Q2 2023 | $153,598 | +1689.4% | 3,378 | +1716.1% | 0.04% | +1400.0% |
| Q1 2023 | $8,584 | -32.8% | 186 | -34.3% | 0.00% | -25.0% |
| Q4 2022 | $12,766 | -36.4% | 283 | -38.1% | 0.00% | -42.9% |
| Q3 2022 | $20,062 | -29.9% | 457 | -25.2% | 0.01% | -22.2% |
| Q2 2022 | $28,607 | -48.9% | 611 | -45.8% | 0.01% | -47.1% |
| Q1 2022 | $55,983 | +1130.1% | 1,128 | +1211.6% | 0.02% | +1600.0% |
| Q4 2021 | $4,551 | -0.4% | 86 | 0.0% | 0.00% | -50.0% |
| Q3 2021 | $4,568 | -0.7% | 86 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $4,600 | +1.4% | 86 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $4,537 | – | 86 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tri-Star Advisors Inc. | 465,104 | $24,748,000 | 10.87% |
| Firestone Capital Management | 601,137 | $32,155,000 | 10.64% |
| First Ascent Asset Management, LLC | 899,864 | $47,909,000 | 10.64% |
| Williams Financial, LLC | 209,495 | $11,154,000 | 9.65% |
| R. W. Roge & Company, Inc. | 267,725 | $14,176,000 | 8.40% |
| MCMORGAN & CO LLC | 778,751 | $41,461,000 | 8.32% |
| ONE Advisory Partners, LLC | 237,025 | $12,619,000 | 7.83% |
| High Falls Advisors, Inc | 540,099 | $28,755,000 | 7.81% |
| SigFig Wealth Management, LLC | 2,595,464 | $138,183,000 | 6.93% |
| JACOBSON & SCHMITT ADVISORS, LLC | 465,331 | $24,774,000 | 6.83% |