ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 461 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,591,597 | -13.5% | 516,793 | -10.0% | 1.75% | -11.5% |
| Q2 2023 | $26,118,324 | -0.5% | 574,408 | +1.0% | 1.98% | -2.6% |
| Q1 2023 | $26,239,747 | +22.1% | 568,575 | +18.9% | 2.03% | +16.9% |
| Q4 2022 | $21,485,548 | +19.8% | 478,200 | +18.7% | 1.74% | +2.3% |
| Q3 2022 | $17,934,000 | -5.3% | 403,002 | -0.3% | 1.70% | +6.4% |
| Q2 2022 | $18,933,000 | -2.2% | 404,373 | +3.7% | 1.60% | +12.4% |
| Q1 2022 | $19,352,000 | -14.8% | 389,919 | -9.2% | 1.42% | +10.1% |
| Q4 2021 | $22,723,000 | +3.1% | 429,301 | +3.8% | 1.29% | -4.0% |
| Q3 2021 | $22,030,000 | +12.6% | 413,784 | +13.2% | 1.34% | +9.8% |
| Q2 2021 | $19,557,000 | +40.8% | 365,628 | +38.8% | 1.22% | +25.6% |
| Q1 2021 | $13,891,000 | +19464.8% | 263,343 | +20157.2% | 0.98% | +19400.0% |
| Q4 2020 | $71,000 | +545.5% | 1,300 | +550.0% | 0.01% | +400.0% |
| Q3 2020 | $11,000 | -35.3% | 200 | -36.7% | 0.00% | -50.0% |
| Q2 2020 | $17,000 | 0.0% | 316 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $17,000 | +6.2% | 316 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $16,000 | – | 316 | – | 0.00% | – |
| Q3 2019 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q2 2019 | $16,000 | +6.7% | 316 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $15,000 | 0.0% | 316 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $15,000 | -6.2% | 316 | 0.0% | 0.00% | -50.0% |
| Q3 2018 | $16,000 | – | 316 | – | 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% |