ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 509 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.30 and the average weighting 1.1%.
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 ↓ |
|---|---|---|---|
| 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% |