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

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
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 2023
NameSharesValueWeighting ↓
Williams Financial, LLC 575,429$26,164,75119.51%
MCMORGAN & CO LLC 1,977,443$89,914,34616.91%
Stone House Investment Management, LLC 980,266$44,572,69216.16%
ZRC WEALTH MANAGEMENT, LLC 402,366$18,902,19615.92%
High Falls Advisors, Inc 1,005,004$45,697,52213.03%
ONE Advisory Partners, LLC 486,639$22,127,45812.45%
Copperleaf Capital, LLC 279,828$12,723,78411.92%
Keystone Financial Services 476,707$21,675,87611.07%
Sharkey, Howes & Javer 1,140,763$51,870,5149.82%
TNF LLC 467,300$21,248,1169.27%
View complete list of ISHARES TR shareholders