ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 461 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 3.48 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $75,285,608 | +3.2% | 1,722,192 | +7.3% | 0.11% | +6.0% |
| Q2 2023 | $72,982,842 | -0.4% | 1,605,077 | +1.1% | 0.10% | -4.8% |
| Q1 2023 | $73,271,642 | +33.0% | 1,587,685 | +29.5% | 0.10% | +26.5% |
| Q4 2022 | $55,071,994 | +21.2% | 1,225,730 | +20.1% | 0.08% | +12.2% |
| Q3 2022 | $45,434,000 | +12.7% | 1,020,999 | +18.6% | 0.07% | +17.5% |
| Q2 2022 | $40,306,000 | -2.3% | 860,858 | +3.6% | 0.06% | +12.5% |
| Q1 2022 | $41,258,000 | +20.7% | 831,299 | +28.7% | 0.06% | +24.4% |
| Q4 2021 | $34,187,000 | +16.0% | 645,899 | +16.6% | 0.04% | +4.7% |
| Q3 2021 | $29,482,000 | +15.1% | 553,746 | +15.7% | 0.04% | +13.2% |
| Q2 2021 | $25,607,000 | +38.6% | 478,719 | +36.7% | 0.04% | +26.7% |
| Q1 2021 | $18,473,000 | +2253.2% | 350,188 | +2335.1% | 0.03% | +2900.0% |
| Q4 2020 | $785,000 | -0.3% | 14,381 | -0.5% | 0.00% | -50.0% |
| Q3 2020 | $787,000 | +3.0% | 14,460 | +2.9% | 0.00% | 0.0% |
| Q2 2020 | $764,000 | +250.5% | 14,050 | +232.6% | 0.00% | +100.0% |
| Q2 2019 | $218,000 | +3.8% | 4,224 | +1.9% | 0.00% | 0.0% |
| Q1 2019 | $210,000 | -86.8% | 4,146 | -86.9% | 0.00% | -85.7% |
| Q4 2016 | $1,595,000 | – | 31,705 | – | 0.01% | – |
Download | ||||||
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% |