ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 527 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 8.80 and the average weighting 1.0%.
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 ↓ |
|---|---|---|---|
| Williams Financial, LLC | 575,429 | $26,164,751 | 19.51% |
| MCMORGAN & CO LLC | 1,977,443 | $89,914,346 | 16.91% |
| Stone House Investment Management, LLC | 980,266 | $44,572,692 | 16.16% |
| ZRC WEALTH MANAGEMENT, LLC | 402,366 | $18,902,196 | 15.92% |
| High Falls Advisors, Inc | 1,005,004 | $45,697,522 | 13.03% |
| ONE Advisory Partners, LLC | 486,639 | $22,127,458 | 12.45% |
| Copperleaf Capital, LLC | 279,828 | $12,723,784 | 11.92% |
| Keystone Financial Services | 476,707 | $21,675,876 | 11.07% |
| Sharkey, Howes & Javer | 1,140,763 | $51,870,514 | 9.82% |
| TNF LLC | 467,300 | $21,248,116 | 9.27% |