ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 373 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $198,804 | -3.5% | 4,548 | +0.4% | 0.10% | -1.0% |
| Q2 2023 | $206,026 | -1.1% | 4,531 | +0.4% | 0.10% | -9.0% |
| Q1 2023 | $208,383 | +2.9% | 4,515 | +0.2% | 0.11% | -5.1% |
| Q4 2022 | $202,430 | +1.2% | 4,505 | +0.4% | 0.12% | -0.8% |
| Q3 2022 | $200,000 | -4.8% | 4,488 | +0.2% | 0.12% | -9.2% |
| Q2 2022 | $210,000 | -5.4% | 4,477 | +0.2% | 0.13% | +19.3% |
| Q1 2022 | $222,000 | +23.3% | 4,467 | +31.1% | 0.11% | +28.2% |
| Q4 2021 | $180,000 | -7.7% | 3,408 | -6.8% | 0.08% | -30.3% |
| Q3 2021 | $195,000 | +6400.0% | 3,656 | +6314.0% | 0.12% | +6000.0% |
| Q2 2021 | $3,000 | 0.0% | 57 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $3,000 | – | 57 | – | 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% |