ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 527 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 8.80 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,395,388 | -2.4% | 123,422 | +1.5% | 3.31% | +1.9% |
| Q2 2023 | $5,529,152 | +14.0% | 121,600 | +15.7% | 3.25% | +0.6% |
| Q1 2023 | $4,851,293 | -7.1% | 105,120 | -9.6% | 3.23% | -24.2% |
| Q4 2022 | $5,223,248 | +26.7% | 116,253 | +25.5% | 4.26% | -20.8% |
| Q3 2022 | $4,123,000 | +10.9% | 92,643 | +16.6% | 5.38% | +10.3% |
| Q2 2022 | $3,719,000 | -0.7% | 79,427 | +5.2% | 4.88% | +13.9% |
| Q1 2022 | $3,746,000 | +39.9% | 75,472 | +49.2% | 4.28% | +41.6% |
| Q4 2021 | $2,677,000 | – | 50,580 | – | 3.03% | – |
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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% |