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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $301,048 | -46.6% | 6,889 | -44.5% | 0.08% | -39.7% |
Q2 2023 | $564,056 | +546.9% | 12,405 | +556.7% | 0.14% | +571.4% |
Q1 2023 | $87,196 | -85.2% | 1,889 | -85.6% | 0.02% | -84.8% |
Q4 2022 | $588,334 | +59.4% | 13,088 | +57.6% | 0.14% | +76.9% |
Q3 2022 | $369,000 | +6.3% | 8,302 | +12.7% | 0.08% | +20.0% |
Q2 2022 | $347,000 | -0.9% | 7,369 | -0.4% | 0.06% | -3.0% |
Q1 2022 | $350,000 | – | 7,396 | – | 0.07% | – |
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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% |