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 | $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 ↓ |
|---|---|---|---|
| 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% |