ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 623 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 1.13 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $4,939,179 | -48.1% | 108,625 | -47.4% | 3.22% | -51.1% |
| Q1 2023 | $9,524,622 | +14.2% | 206,384 | +31.0% | 6.58% | +19.1% |
| Q4 2022 | $8,340,127 | +5.3% | 157,569 | -11.5% | 5.53% | -0.5% |
| Q3 2022 | $7,924,000 | -6.7% | 178,071 | +10.9% | 5.56% | -0.0% |
| Q2 2022 | $8,497,000 | -17.5% | 160,542 | -22.7% | 5.56% | -15.2% |
| Q1 2022 | $10,303,000 | +21.1% | 207,595 | +29.1% | 6.55% | +21.0% |
| Q4 2021 | $8,509,000 | – | 160,759 | – | 5.41% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Ascent Asset Management, LLC | 674,444 | $35,577,000 | 12.90% |
| Firestone Capital Management | 596,940 | $31,489,000 | 11.19% |
| Onyx Bridge Wealth Group LLC | 383,646 | $20,237,000 | 10.13% |
| R. W. Roge & Company, Inc. | 236,275 | $12,464,000 | 8.42% |
| Tri-Star Advisors Inc. | 326,849 | $17,352,000 | 8.38% |
| Marshall Financial Group, LLC | 242,301 | $12,781,000 | 7.64% |
| SigFig Wealth Management, LLC | 2,231,530 | $117,713,000 | 7.24% |
| Wilshire Advisors LLC | 141,343 | $7,456,000 | 7.04% |
| ONE Advisory Partners, LLC | 203,090 | $10,713,000 | 7.03% |
| Williams Financial, LLC | 144,104 | $7,601,000 | 6.56% |