ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 509 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.30 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $909,457 | -7.1% | 20,804 | -3.4% | 0.36% | -2.7% |
| Q2 2023 | $979,261 | +3.9% | 21,536 | +5.3% | 0.37% | -2.4% |
| Q1 2023 | $942,317 | +24.3% | 20,445 | +21.2% | 0.38% | +15.5% |
| Q4 2022 | $758,020 | +45.2% | 16,871 | +43.9% | 0.33% | +35.4% |
| Q3 2022 | $522,000 | -3.0% | 11,721 | +2.1% | 0.24% | +1.7% |
| Q2 2022 | $538,000 | +1.5% | 11,485 | +7.6% | 0.24% | +22.6% |
| Q1 2022 | $530,000 | -64.0% | 10,672 | -61.6% | 0.20% | -62.9% |
| Q4 2021 | $1,472,000 | – | 27,808 | – | 0.52% | – |
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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% |