ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 18 filers reported holding ISHARES TR in Q4 2023. 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 ↓ |
|---|---|---|---|
| Firestone Capital Management | 608,771 | $33,105,000 | 14.82% |
| First Ascent Asset Management, LLC | 453,932 | $24,685,000 | 13.39% |
| Old North State Trust, LLC | 231,663 | $12,598,000 | 8.48% |
| Wilshire Advisors LLC | 129,954 | $7,067,000 | 7.19% |
| CORRADO ADVISORS, LLC | 153,578 | $8,351,000 | 6.94% |
| JACOBSON & SCHMITT ADVISORS, LLC | 326,026 | $17,729,000 | 6.75% |
| R. W. Roge & Company, Inc. | 160,828 | $8,749,000 | 6.73% |
| Karp Capital Management Corp | 316,474 | $17,210,000 | 4.21% |
| Clearshares LLC | 88,518 | $4,814,000 | 4.17% |
| AGILIS PARTNERS LLC | 194,581 | $10,581,000 | 3.97% |