ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 497 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.13 and the average weighting 1.1%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ZRC WEALTH MANAGEMENT, LLC | 441,611 | $19,305,038 | 16.67% |
| MCMORGAN & CO LLC | 2,034,125 | $88,921,784 | 16.44% |
| Williams Financial, LLC | 456,586 | $19,959,650 | 15.16% |
| High Falls Advisors, Inc | 986,973 | $43,145,542 | 12.95% |
| ONE Advisory Partners, LLC | 470,175 | $20,553,698 | 12.01% |
| Keystone Financial Services | 445,919 | $19,493,345 | 10.32% |
| Sharkey, Howes & Javer | 1,147,311 | $50,154,716 | 9.61% |
| Private Ocean, LLC | 1,632,359 | $71,358,568 | 9.06% |
| TNF LLC | 446,550 | $19,023,049 | 8.83% |
| Compass Ion Advisors, LLC | 1,102,715 | $48,205,214 | 8.27% |