ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 460 filers reported holding ISHARES TR in Q2 2022. 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tri-Star Advisors Inc. | 465,104 | $24,748,000 | 10.87% |
| Firestone Capital Management | 601,137 | $32,155,000 | 10.64% |
| First Ascent Asset Management, LLC | 899,864 | $47,909,000 | 10.64% |
| Williams Financial, LLC | 209,495 | $11,154,000 | 9.65% |
| R. W. Roge & Company, Inc. | 267,725 | $14,176,000 | 8.40% |
| MCMORGAN & CO LLC | 778,751 | $41,461,000 | 8.32% |
| ONE Advisory Partners, LLC | 237,025 | $12,619,000 | 7.83% |
| High Falls Advisors, Inc | 540,099 | $28,755,000 | 7.81% |
| SigFig Wealth Management, LLC | 2,595,464 | $138,183,000 | 6.93% |
| JACOBSON & SCHMITT ADVISORS, LLC | 465,331 | $24,774,000 | 6.83% |