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 | $4,111,167 | -9.3% | 94,045 | -5.6% | 3.78% | -6.2% |
| Q2 2023 | $4,530,897 | +20.6% | 99,646 | +22.4% | 4.03% | +3.2% |
| Q1 2023 | $3,757,016 | -3.5% | 81,409 | -2.7% | 3.91% | -3.5% |
| Q4 2022 | $3,893,233 | +15.5% | 83,671 | +9.0% | 4.05% | +11.4% |
| Q3 2022 | $3,370,000 | +14.1% | 76,769 | +24.8% | 3.64% | +13.9% |
| Q2 2022 | $2,953,000 | -5.8% | 61,516 | -6.5% | 3.19% | +12.7% |
| Q1 2022 | $3,136,000 | +17.1% | 65,787 | +24.6% | 2.83% | +11.6% |
| Q4 2021 | $2,679,000 | – | 52,790 | – | 2.54% | – |
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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% |