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 | $1,038,319 | +2.6% | 23,752 | +6.7% | 0.71% | +5.8% |
| Q2 2023 | $1,011,753 | +7.6% | 22,251 | +9.2% | 0.67% | +6.7% |
| Q1 2023 | $940,168 | +73.9% | 20,372 | +69.3% | 0.63% | +119.6% |
| Q4 2022 | $540,733 | -10.8% | 12,035 | -11.6% | 0.28% | -29.6% |
| Q3 2022 | $606,000 | -6.5% | 13,608 | -1.7% | 0.40% | -2.4% |
| Q2 2022 | $648,000 | +78.0% | 13,840 | +88.7% | 0.42% | +83.6% |
| Q1 2022 | $364,000 | – | 7,335 | – | 0.23% | – |
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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% |