ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 394 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $467,707 | -2.6% | 10,699 | +1.3% | 0.06% | +1.9% |
| Q2 2023 | $480,346 | +3.6% | 10,564 | +5.2% | 0.05% | -1.8% |
| Q1 2023 | $463,439 | +3.7% | 10,042 | +0.9% | 0.06% | -1.8% |
| Q4 2022 | $447,054 | +6.2% | 9,950 | +5.1% | 0.06% | 0.0% |
| Q3 2022 | $421,000 | -8.9% | 9,471 | -4.1% | 0.06% | -5.1% |
| Q2 2022 | $462,000 | -9.6% | 9,872 | -4.2% | 0.06% | 0.0% |
| Q1 2022 | $511,000 | -5.4% | 10,301 | +0.9% | 0.06% | -6.3% |
| Q4 2021 | $540,000 | +3.1% | 10,211 | +3.7% | 0.06% | -4.5% |
| Q3 2021 | $524,000 | +1.2% | 9,851 | +1.6% | 0.07% | +1.5% |
| Q2 2021 | $518,000 | +4.6% | 9,692 | +3.3% | 0.06% | -3.0% |
| Q1 2021 | $495,000 | – | 9,383 | – | 0.07% | – |
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% |