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 | $53,440,289 | -0.0% | 1,222,470 | +4.0% | 0.01% | +25.0% |
| Q2 2023 | $53,462,734 | -55.2% | 1,175,780 | -54.6% | 0.00% | -20.0% |
| Q1 2023 | $119,414,068 | +44.7% | 2,587,520 | +40.9% | 0.01% | -37.5% |
| Q4 2022 | $82,510,997 | -38.5% | 1,836,434 | -39.1% | 0.01% | -42.9% |
| Q3 2022 | $134,246,000 | +158.2% | 3,016,770 | +171.7% | 0.01% | +180.0% |
| Q2 2022 | $51,989,000 | -58.7% | 1,110,420 | -56.2% | 0.01% | -50.0% |
| Q1 2022 | $125,878,000 | +132.7% | 2,536,331 | +148.2% | 0.01% | +150.0% |
| Q4 2021 | $54,083,000 | -2.8% | 1,021,791 | -2.2% | 0.00% | 0.0% |
| Q3 2021 | $55,630,000 | -6.9% | 1,044,888 | -6.5% | 0.00% | -20.0% |
| Q2 2021 | $59,757,000 | -11.1% | 1,117,150 | -12.3% | 0.01% | -16.7% |
| Q1 2021 | $67,223,000 | +333.8% | 1,274,383 | +348.8% | 0.01% | +500.0% |
| Q4 2020 | $15,498,000 | +70.5% | 283,957 | +69.8% | 0.00% | 0.0% |
| Q3 2020 | $9,092,000 | +68.0% | 167,201 | +67.9% | 0.00% | 0.0% |
| Q2 2020 | $5,412,000 | +18.8% | 99,613 | +14.8% | 0.00% | 0.0% |
| Q1 2020 | $4,554,000 | +544.1% | 86,745 | +539.7% | 0.00% | – |
| Q4 2019 | $707,000 | +50.4% | 13,561 | +51.1% | 0.00% | – |
| Q3 2019 | $470,000 | +276.0% | 8,972 | +270.3% | 0.00% | – |
| Q2 2019 | $125,000 | +26.3% | 2,423 | +24.1% | 0.00% | – |
| Q1 2019 | $99,000 | – | 1,952 | +32433.3% | 0.00% | – |
| Q4 2018 | $0 | – | 6 | +200.0% | 0.00% | – |
| Q3 2018 | $0 | – | 2 | – | 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% |