ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 394 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $362,354 | -4.9% | 8,289 | -1.1% | 0.01% | 0.0% |
| Q2 2023 | $381,220 | -1.5% | 8,384 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $386,922 | -24.1% | 8,384 | -26.8% | 0.01% | -36.4% |
| Q3 2022 | $510,000 | -5.0% | 11,461 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $537,000 | -5.6% | 11,461 | 0.0% | 0.01% | +10.0% |
| Q1 2022 | $569,000 | -6.3% | 11,461 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $607,000 | -2.9% | 11,461 | -2.4% | 0.01% | -9.1% |
| Q3 2021 | $625,000 | -0.5% | 11,748 | 0.0% | 0.01% | -8.3% |
| Q2 2021 | $628,000 | – | 11,748 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tri-Star Advisors Inc. | 465,104 | $24,748,000 | 10.87% |
| Firestone Capital Management | 601,137 | $32,155,000 | 10.64% |
| First Ascent Asset Management, LLC | 899,864 | $47,909,000 | 10.64% |
| Williams Financial, LLC | 209,495 | $11,154,000 | 9.65% |
| R. W. Roge & Company, Inc. | 267,725 | $14,176,000 | 8.40% |
| MCMORGAN & CO LLC | 778,751 | $41,461,000 | 8.32% |
| ONE Advisory Partners, LLC | 237,025 | $12,619,000 | 7.83% |
| High Falls Advisors, Inc | 540,099 | $28,755,000 | 7.81% |
| SigFig Wealth Management, LLC | 2,595,464 | $138,183,000 | 6.93% |
| JACOBSON & SCHMITT ADVISORS, LLC | 465,331 | $24,774,000 | 6.83% |