ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 460 filers reported holding ISHARES TR in Q2 2022. 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 ↓ |
|---|---|---|---|
| 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% |