ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 18 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $785,646 | -1.2% | 17,972 | +2.7% | 0.52% | +3.0% |
| Q2 2023 | $795,452 | +16.8% | 17,494 | +18.6% | 0.50% | +13.2% |
| Q1 2023 | $680,759 | +109.7% | 14,751 | +104.1% | 0.45% | +101.8% |
| Q4 2022 | $324,664 | -21.6% | 7,226 | -22.4% | 0.22% | -30.9% |
| Q3 2022 | $414,000 | -26.6% | 9,310 | -22.7% | 0.32% | -22.0% |
| Q2 2022 | $564,000 | -5.7% | 12,050 | +0.1% | 0.41% | +7.3% |
| Q1 2022 | $598,000 | +13.5% | 12,041 | +21.0% | 0.38% | +10.1% |
| Q4 2021 | $527,000 | -1.5% | 9,955 | -1.0% | 0.35% | -9.9% |
| Q3 2021 | $535,000 | +1.7% | 10,052 | +2.3% | 0.38% | -1.0% |
| Q2 2021 | $526,000 | – | 9,829 | – | 0.39% | – |
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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% |