ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 200 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,158 | +52.1% | 484 | +58.2% | 0.00% | – |
| Q2 2023 | $13,914 | -57.7% | 306 | -57.0% | 0.00% | – |
| Q1 2023 | $32,859 | +262.0% | 712 | +252.5% | 0.00% | – |
| Q4 2022 | $9,076 | -85.8% | 202 | -86.1% | 0.00% | – |
| Q3 2022 | $64,000 | +611.1% | 1,449 | +617.3% | 0.00% | – |
| Q2 2022 | $9,000 | 0.0% | 202 | +7.4% | 0.00% | – |
| Q1 2022 | $9,000 | -10.0% | 188 | 0.0% | 0.00% | – |
| Q4 2021 | $10,000 | -41.2% | 188 | -41.4% | 0.00% | – |
| Q3 2021 | $17,000 | 0.0% | 321 | 0.0% | 0.00% | – |
| Q2 2021 | $17,000 | -63.8% | 321 | -63.6% | 0.00% | – |
| Q1 2021 | $47,000 | -2.1% | 883 | 0.0% | 0.00% | – |
| Q4 2020 | $48,000 | +17.1% | 883 | +17.7% | 0.00% | – |
| Q3 2020 | $41,000 | +310.0% | 750 | +298.9% | 0.00% | – |
| Q2 2020 | $10,000 | 0.0% | 188 | 0.0% | 0.00% | – |
| Q1 2020 | $10,000 | 0.0% | 188 | -1.1% | 0.00% | – |
| Q4 2019 | $10,000 | – | 190 | – | 0.00% | – |
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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% |