ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 456 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $925,709 | -0.3% | 21,176 | +3.7% | 0.48% | +1.3% |
| Q2 2023 | $928,088 | -0.7% | 20,411 | +0.7% | 0.48% | -11.7% |
| Q1 2023 | $935,045 | +4.0% | 20,261 | +1.2% | 0.54% | -2.5% |
| Q4 2022 | $899,094 | -4.5% | 20,011 | -5.4% | 0.55% | -15.5% |
| Q3 2022 | $941,000 | -2.4% | 21,156 | +2.6% | 0.65% | -0.5% |
| Q2 2022 | $964,000 | +63.9% | 20,611 | +74.4% | 0.66% | +83.8% |
| Q1 2022 | $588,000 | -8.1% | 11,821 | -6.2% | 0.36% | -12.9% |
| Q4 2021 | $640,000 | – | 12,604 | – | 0.41% | – |
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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% |