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 | $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% | – |
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% |