ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 343 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,740,969 | -12.0% | 131,327 | -8.5% | 0.24% | +4.7% |
| Q2 2023 | $6,526,122 | +3.4% | 143,526 | +5.0% | 0.23% | -4.9% |
| Q1 2023 | $6,309,386 | +21.1% | 136,715 | +17.9% | 0.24% | +12.4% |
| Q4 2022 | $5,210,684 | +12.3% | 115,973 | +11.2% | 0.22% | +3.8% |
| Q3 2022 | $4,640,000 | +0.1% | 104,290 | +5.3% | 0.21% | +1.0% |
| Q2 2022 | $4,635,000 | +8.9% | 99,008 | +15.5% | 0.21% | +22.4% |
| Q1 2022 | $4,255,000 | +5.3% | 85,752 | +12.3% | 0.17% | -17.5% |
| Q4 2021 | $4,040,000 | +3.5% | 76,337 | +4.6% | 0.21% | +5.1% |
| Q2 2021 | $3,902,258 | +41.2% | 72,953 | +39.2% | 0.20% | +23.3% |
| Q1 2021 | $2,764,153 | +16023.2% | 52,401 | +59.3% | 0.16% | +15800.0% |
| Q4 2019 | $17,144 | -0.6% | 32,900 | 0.0% | 0.00% | -50.0% |
| Q3 2019 | $17,243 | – | 32,900 | – | 0.00% | – |
Download | ||||||
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% |