ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 200 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $24,932,000 | +4.7% | 468,292 | +5.2% | 1.67% | +4.1% |
| Q2 2021 | $23,820,000 | +75.7% | 445,308 | +73.2% | 1.60% | +61.8% |
| Q1 2021 | $13,560,000 | -0.9% | 257,053 | +2.6% | 0.99% | -5.5% |
| Q4 2020 | $13,678,000 | -46.9% | 250,609 | -47.3% | 1.05% | -53.4% |
| Q3 2020 | $25,782,000 | +21.4% | 475,949 | +21.7% | 2.25% | +10.1% |
| Q2 2020 | $21,240,000 | +2541.8% | 390,944 | +2432.7% | 2.04% | +2626.7% |
| Q4 2019 | $804,000 | -48.2% | 15,436 | -47.9% | 0.08% | -54.8% |
| Q3 2019 | $1,553,000 | -32.2% | 29,636 | -33.1% | 0.17% | -30.3% |
| Q2 2019 | $2,290,000 | +121.0% | 44,316 | +116.5% | 0.24% | +110.6% |
| Q1 2019 | $1,036,000 | -40.3% | 20,466 | -41.9% | 0.11% | -47.4% |
| Q4 2018 | $1,734,000 | – | 35,220 | – | 0.22% | – |
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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% |