ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 497 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.13 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,370,315 | -13.9% | 31,347 | -10.4% | 1.78% | -19.3% |
| Q2 2023 | $1,591,359 | -4.4% | 34,998 | -3.0% | 2.21% | -2.2% |
| Q1 2023 | $1,664,354 | +22.6% | 36,064 | +19.3% | 2.26% | +16.6% |
| Q4 2022 | $1,357,874 | +25.0% | 30,222 | +23.8% | 1.94% | +17.7% |
| Q3 2022 | $1,086,000 | -1.6% | 24,406 | +3.6% | 1.65% | +2.5% |
| Q2 2022 | $1,104,000 | +1.8% | 23,569 | +3.7% | 1.61% | +23.9% |
| Q1 2022 | $1,084,000 | -2.2% | 22,733 | +8.6% | 1.30% | +1.7% |
| Q4 2021 | $1,108,000 | – | 20,931 | – | 1.27% | – |
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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% |