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 | $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 ↓ |
|---|---|---|---|
| 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% |