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 | $372,848 | -97.8% | 8,529 | -97.7% | 0.28% | -92.1% |
| Q2 2023 | $16,799,143 | -8.4% | 369,456 | -7.0% | 3.59% | +3.2% |
| Q1 2023 | $18,339,043 | +47.9% | 397,379 | +44.0% | 3.48% | +38.1% |
| Q4 2022 | $12,402,259 | +79.7% | 276,033 | +78.0% | 2.52% | +72.1% |
| Q3 2022 | $6,901,000 | -30.4% | 155,081 | -26.8% | 1.46% | -30.8% |
| Q2 2022 | $9,922,000 | +0.2% | 211,936 | +6.2% | 2.11% | +17.3% |
| Q1 2022 | $9,901,000 | +23.1% | 199,506 | +31.3% | 1.80% | +12.8% |
| Q4 2021 | $8,043,000 | – | 151,970 | – | 1.60% | – |
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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% |