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 | $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 ↓ |
|---|---|---|---|
| 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% |