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 | $587 | -4.9% | 13,430 | -1.1% | 0.32% | -3.0% |
Q2 2023 | $617 | -11.2% | 13,575 | -9.9% | 0.33% | -16.3% |
Q1 2023 | $695 | +1.8% | 15,065 | -0.9% | 0.40% | -5.2% |
Q4 2022 | $683 | -99.9% | 15,195 | -19.8% | 0.42% | -28.8% |
Q3 2022 | $843,000 | -5.0% | 18,949 | 0.0% | 0.59% | -4.5% |
Q2 2022 | $887,000 | -5.6% | 18,949 | +0.1% | 0.62% | +8.8% |
Q1 2022 | $940,000 | -5.2% | 18,934 | +1.0% | 0.57% | -7.0% |
Q4 2021 | $992,000 | – | 18,739 | – | 0.61% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Tri-Star Advisors Inc. | 465,104 | $24,748,000 | 10.87% |
Firestone Capital Management | 601,137 | $32,155,000 | 10.64% |
First Ascent Asset Management, LLC | 899,864 | $47,909,000 | 10.64% |
Williams Financial, LLC | 209,495 | $11,154,000 | 9.65% |
R. W. Roge & Company, Inc. | 267,725 | $14,176,000 | 8.40% |
MCMORGAN & CO LLC | 778,751 | $41,461,000 | 8.32% |
ONE Advisory Partners, LLC | 237,025 | $12,619,000 | 7.83% |
High Falls Advisors, Inc | 540,099 | $28,755,000 | 7.81% |
SigFig Wealth Management, LLC | 2,595,464 | $138,183,000 | 6.93% |
JACOBSON & SCHMITT ADVISORS, LLC | 465,331 | $24,774,000 | 6.83% |