ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 497 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.13 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $309,196 | -4.6% | 6,800 | -3.1% | 0.24% | -10.6% |
| Q1 2023 | $323,973 | -97.8% | 7,020 | -97.8% | 0.26% | -97.1% |
| Q4 2022 | $14,570,709 | +3936.2% | 324,298 | +3901.7% | 9.12% | +2088.2% |
| Q3 2022 | $361,000 | -4.7% | 8,104 | 0.0% | 0.42% | -11.8% |
| Q2 2022 | $379,000 | -5.7% | 8,104 | 0.0% | 0.47% | -2.9% |
| Q1 2022 | $402,000 | -6.3% | 8,104 | 0.0% | 0.49% | -5.1% |
| Q4 2021 | $429,000 | -0.5% | 8,104 | 0.0% | 0.51% | -15.6% |
| Q3 2021 | $431,000 | – | 8,104 | – | 0.61% | – |
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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% |