ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 511 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
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% | – |
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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% |