James J. Burns & Company, LLC - ISHARES TR ownership

ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 461 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 3.48 and the average weighting 1.0%.

Quarter-by-quarter ownership
James J. Burns & Company, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$986
-49.6%
22,558
-47.6%
0.26%
-46.6%
Q2 2023$1,957
-66.9%
43,047
-66.4%
0.50%
-67.5%
Q1 2023$5,914
-21.3%
128,151
-23.3%
1.52%
-50.3%
Q4 2022$7,510
-99.9%
167,141
-10.5%
3.07%
-16.9%
Q3 2022$8,313,000186,8023.69%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
R. W. Roge & Company, Inc. 363,419$18,901,00014.56%
Tri-Star Advisors Inc. 479,877$25,069,00010.51%
First Ascent Asset Management, LLC 1,001,371$53,003,00010.11%
Firestone Capital Management 589,964$31,227,0009.85%
Williams Financial, LLC 234,691$12,422,0009.37%
ONE Advisory Partners, LLC 264,942$14,023,0007.99%
High Falls Advisors, Inc 571,926$30,272,0007.73%
BIVIN & ASSOCIATES, INC. 158,321$8,380,0007.31%
JB Capital LLC 1,392,861$73,724,137,0007.21%
MCMORGAN & CO LLC 754,384$39,930,0007.03%
View complete list of ISHARES TR shareholders