ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 460 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,148,374 | +14.5% | 49,145 | +19.1% | 1.77% | +20.1% |
| Q2 2023 | $1,875,864 | -2.5% | 41,255 | -1.0% | 1.47% | -7.5% |
| Q1 2023 | $1,923,948 | +66.7% | 41,689 | +62.2% | 1.59% | +65.2% |
| Q4 2022 | $1,154,477 | +19.6% | 25,695 | +18.6% | 0.96% | +7.1% |
| Q3 2022 | $965,000 | -1.5% | 21,669 | +3.5% | 0.90% | +5.9% |
| Q2 2022 | $980,000 | +18.2% | 20,940 | +25.3% | 0.85% | +35.2% |
| Q1 2022 | $829,000 | +14.7% | 16,710 | +22.3% | 0.63% | +16.3% |
| Q4 2021 | $723,000 | – | 13,663 | – | 0.54% | – |
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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% |