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 | $283,672 | +16.5% | 6,489 | +21.2% | 0.30% | +32.0% |
| Q2 2023 | $243,425 | -7.8% | 5,354 | -6.4% | 0.23% | -15.2% |
| Q1 2023 | $264,094 | +7.1% | 5,722 | +4.3% | 0.27% | -3.9% |
| Q4 2022 | $246,517 | -21.2% | 5,487 | -22.1% | 0.28% | -21.6% |
| Q3 2022 | $313,000 | -7.1% | 7,042 | -2.1% | 0.36% | -2.7% |
| Q2 2022 | $337,000 | -6.9% | 7,190 | -1.5% | 0.37% | +9.2% |
| Q1 2022 | $362,000 | – | 7,297 | – | 0.34% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tri-Star Advisors Inc. | 465,104 | $24,748,000 | 10.87% |
| Firestone Capital Management | 601,137 | $32,155,000 | 10.64% |
| First Ascent Asset Management, LLC | 899,864 | $47,909,000 | 10.64% |
| Williams Financial, LLC | 209,495 | $11,154,000 | 9.65% |
| R. W. Roge & Company, Inc. | 267,725 | $14,176,000 | 8.40% |
| MCMORGAN & CO LLC | 778,751 | $41,461,000 | 8.32% |
| ONE Advisory Partners, LLC | 237,025 | $12,619,000 | 7.83% |
| High Falls Advisors, Inc | 540,099 | $28,755,000 | 7.81% |
| SigFig Wealth Management, LLC | 2,595,464 | $138,183,000 | 6.93% |
| JACOBSON & SCHMITT ADVISORS, LLC | 465,331 | $24,774,000 | 6.83% |