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 | $552,745,698 | +19259.9% | 12,643,991 | +20036.6% | 0.06% | – |
| Q2 2023 | $2,855,107 | +3.0% | 62,791 | +4.6% | 0.00% | – |
| Q1 2023 | $2,771,000 | +151818.9% | 60,034 | +47.9% | 0.00% | – |
| Q4 2022 | $1,824 | -99.9% | 40,588 | -13.0% | 0.00% | – |
| Q3 2022 | $2,076,000 | -48.2% | 46,652 | -45.4% | 0.00% | -100.0% |
| Q2 2022 | $4,004,000 | +9.5% | 85,517 | +16.0% | 0.00% | – |
| Q1 2022 | $3,658,000 | +62.4% | 73,715 | +73.1% | 0.00% | – |
| Q4 2021 | $2,253,000 | +294.6% | 42,578 | +296.7% | 0.00% | – |
| Q3 2021 | $571,000 | -52.7% | 10,733 | -52.4% | 0.00% | – |
| Q2 2021 | $1,207,000 | +27.7% | 22,556 | +26.0% | 0.00% | – |
| Q1 2021 | $945,000 | +6200.0% | 17,904 | +6363.5% | 0.00% | – |
| Q4 2020 | $15,000 | -54.5% | 277 | -54.8% | 0.00% | – |
| Q3 2020 | $33,000 | +3200.0% | 613 | +2454.2% | 0.00% | – |
| Q2 2020 | $1,000 | 0.0% | 24 | -20.0% | 0.00% | – |
| Q3 2018 | $1,000 | -97.6% | 30 | -96.2% | 0.00% | – |
| Q2 2017 | $41,000 | – | 800 | – | 0.00% | – |
Download | ||||||
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% |