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 | $6,487,120 | -9.2% | 148,396 | -5.5% | 2.83% | -6.3% |
| Q2 2023 | $7,142,482 | -1.9% | 157,081 | -0.5% | 3.02% | -10.4% |
| Q1 2023 | $7,283,616 | +2.3% | 157,825 | -0.4% | 3.37% | -4.7% |
| Q4 2022 | $7,117,412 | +20.9% | 158,411 | +19.7% | 3.54% | +18.5% |
| Q3 2022 | $5,887,000 | -11.6% | 132,306 | -7.0% | 2.98% | -3.3% |
| Q2 2022 | $6,660,000 | -32.2% | 142,253 | -28.1% | 3.09% | -20.9% |
| Q1 2022 | $9,816,000 | -26.4% | 197,788 | -21.6% | 3.90% | -22.3% |
| Q4 2021 | $13,345,000 | – | 252,128 | – | 5.02% | – |
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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% |