ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 461 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $411,515 | +19.5% | 9,506 | +25.5% | 0.33% | +18.9% |
| Q2 2023 | $344,299 | +11.2% | 7,572 | +12.9% | 0.28% | +3.0% |
| Q1 2023 | $309,574 | -38.6% | 6,708 | -40.2% | 0.27% | -27.8% |
| Q4 2022 | $503,935 | +34.7% | 11,216 | +33.9% | 0.37% | +21.3% |
| Q3 2022 | $374,000 | +8.4% | 8,374 | +14.5% | 0.30% | +20.1% |
| Q2 2022 | $345,000 | -5.7% | 7,316 | -1.1% | 0.25% | +25.1% |
| Q1 2022 | $366,000 | 0.0% | 7,396 | 0.0% | 0.20% | -12.1% |
| Q4 2021 | $366,000 | – | 7,396 | – | 0.23% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Williams Financial, LLC | 575,429 | $26,164,751 | 19.51% |
| MCMORGAN & CO LLC | 1,977,443 | $89,914,346 | 16.91% |
| Stone House Investment Management, LLC | 980,266 | $44,572,692 | 16.16% |
| ZRC WEALTH MANAGEMENT, LLC | 402,366 | $18,902,196 | 15.92% |
| High Falls Advisors, Inc | 1,005,004 | $45,697,522 | 13.03% |
| ONE Advisory Partners, LLC | 486,639 | $22,127,458 | 12.45% |
| Copperleaf Capital, LLC | 279,828 | $12,723,784 | 11.92% |
| Keystone Financial Services | 476,707 | $21,675,876 | 11.07% |
| Sharkey, Howes & Javer | 1,140,763 | $51,870,514 | 9.82% |
| TNF LLC | 467,300 | $21,248,116 | 9.27% |