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 | $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 ↓ |
|---|---|---|---|
| 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% |