ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 456 filers reported holding ISHARES TR in Q4 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 ↓ |
|---|---|---|---|
| ZRC WEALTH MANAGEMENT, LLC | 441,611 | $19,305,038 | 16.67% |
| MCMORGAN & CO LLC | 2,034,125 | $88,921,784 | 16.44% |
| Williams Financial, LLC | 456,586 | $19,959,650 | 15.16% |
| High Falls Advisors, Inc | 986,973 | $43,145,542 | 12.95% |
| ONE Advisory Partners, LLC | 470,175 | $20,553,698 | 12.01% |
| Keystone Financial Services | 445,919 | $19,493,345 | 10.32% |
| Sharkey, Howes & Javer | 1,147,311 | $50,154,716 | 9.61% |
| Private Ocean, LLC | 1,632,359 | $71,358,568 | 9.06% |
| TNF LLC | 446,550 | $19,023,049 | 8.83% |
| Compass Ion Advisors, LLC | 1,102,715 | $48,205,214 | 8.27% |