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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,689,415 | -9.1% | 38,646 | -5.4% | 0.67% | -1.6% |
| Q2 2023 | $1,857,774 | +3.4% | 40,857 | +5.0% | 0.68% | -11.3% |
| Q1 2023 | $1,795,877 | +33.1% | 38,914 | +29.5% | 0.77% | +0.7% |
| Q4 2022 | $1,349,725 | -18.2% | 30,041 | -19.0% | 0.76% | -28.4% |
| Q3 2022 | $1,650,000 | -9.8% | 37,072 | -5.1% | 1.06% | -0.3% |
| Q2 2022 | $1,829,000 | -0.8% | 39,063 | +5.3% | 1.07% | -13.6% |
| Q1 2022 | $1,843,000 | -86.1% | 37,114 | -85.2% | 1.24% | +30.0% |
| Q4 2021 | $13,260,000 | – | 250,450 | – | 0.95% | – |
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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% |