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 | $619,946 | -12.7% | 14,182 | -9.2% | 0.32% | -10.7% |
| Q2 2023 | $710,327 | -11.1% | 15,622 | -9.8% | 0.35% | -10.4% |
| Q1 2023 | $799,252 | +13.8% | 17,319 | +10.8% | 0.40% | +8.2% |
| Q4 2022 | $702,470 | -1.3% | 15,635 | -2.3% | 0.36% | -12.3% |
| Q3 2022 | $712,000 | -22.8% | 15,996 | -18.7% | 0.42% | -20.8% |
| Q2 2022 | $922,000 | -16.3% | 19,685 | -11.3% | 0.52% | -12.1% |
| Q1 2022 | $1,102,000 | +11.1% | 22,196 | +18.4% | 0.60% | -41.3% |
| Q4 2021 | $992,000 | – | 18,746 | – | 1.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Williams Financial, LLC | 552,421 | $25,494,230 | 19.90% |
| ZRC WEALTH MANAGEMENT, LLC | 376,827 | $17,390,577 | 15.92% |
| Stone House Investment Management, LLC | 924,482 | $42,664,834 | 14.42% |
| High Falls Advisors, Inc | 1,005,368 | $46,397,734 | 13.81% |
| MCMORGAN & CO LLC | 1,339,996 | $61,840,818 | 12.73% |
| ONE Advisory Partners, LLC | 468,953 | $21,642,194 | 12.73% |
| Keystone Financial Services | 463,902 | $21,409,080 | 11.47% |
| Copperleaf Capital, LLC | 245,381 | $11,324,329 | 11.26% |
| TNF LLC | 455,197 | $21,052,871 | 9.47% |
| JB Capital LLC | 2,203,547 | $101,693,737 | 9.28% |