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 | $11,440 | +2.0% | 261,689 | +6.1% | 2.00% | +6.0% |
| Q2 2023 | $11,214 | +20.4% | 246,618 | +22.0% | 1.88% | +15.1% |
| Q1 2023 | $9,314 | +11.8% | 202,120 | +11.8% | 1.64% | +9.6% |
| Q4 2022 | $8,334 | -99.7% | 180,839 | +147.2% | 1.50% | +123.5% |
| Q3 2022 | $3,213,000 | -61.3% | 73,166 | -58.7% | 0.67% | -61.7% |
| Q2 2022 | $8,292,000 | +448.4% | 177,111 | +481.4% | 1.75% | +503.1% |
| Q1 2022 | $1,512,000 | -27.6% | 30,461 | -22.8% | 0.29% | -24.7% |
| Q4 2021 | $2,089,000 | -26.2% | 39,476 | -25.7% | 0.38% | -24.8% |
| Q3 2021 | $2,830,000 | +3.0% | 53,163 | +3.5% | 0.51% | +2.0% |
| Q2 2021 | $2,748,000 | +14.3% | 51,376 | +12.7% | 0.50% | +6.8% |
| Q1 2021 | $2,405,000 | +14.8% | 45,599 | +18.8% | 0.47% | +7.1% |
| Q4 2020 | $2,095,000 | – | 38,391 | – | 0.44% | – |
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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% |