ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 243 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $61,779,028 | +94647.3% | 1,413,222 | +98451.0% | 0.10% | – |
| Q2 2023 | $65,204 | -57.1% | 1,434 | -56.5% | 0.00% | – |
| Q1 2023 | $152,111 | -11.7% | 3,296 | -14.0% | 0.00% | – |
| Q4 2022 | $172,216 | -21.0% | 3,833 | -21.6% | 0.00% | – |
| Q3 2022 | $218,000 | +12.4% | 4,890 | +18.2% | 0.00% | – |
| Q2 2022 | $194,000 | -5.8% | 4,136 | -0.1% | 0.00% | – |
| Q1 2022 | $206,000 | +25.6% | 4,139 | +33.6% | 0.00% | – |
| Q4 2021 | $164,000 | -55.4% | 3,098 | -55.2% | 0.00% | -100.0% |
| Q3 2021 | $368,000 | +3.4% | 6,908 | +3.8% | 0.00% | 0.0% |
| Q2 2021 | $356,000 | +239.0% | 6,658 | +233.4% | 0.00% | – |
| Q1 2021 | $105,000 | +200.0% | 1,997 | +209.1% | 0.00% | – |
| Q4 2020 | $35,000 | +52.2% | 646 | +43.6% | 0.00% | – |
| Q3 2017 | $23,000 | – | 450 | – | 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% |