ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 511 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,810,341 | -3.5% | 87,163 | +0.4% | 0.19% | -2.6% |
| Q2 2023 | $3,946,657 | +25.3% | 86,797 | +27.2% | 0.20% | +14.0% |
| Q1 2023 | $3,149,578 | +11.3% | 68,247 | +8.4% | 0.17% | -0.6% |
| Q4 2022 | $2,829,788 | +37.4% | 62,982 | +43.1% | 0.17% | +24.5% |
| Q3 2022 | $2,060,000 | 0.0% | 44,003 | 0.0% | 0.14% | 0.0% |
| Q2 2022 | $2,060,000 | +12.8% | 44,003 | +27.5% | 0.14% | +27.5% |
| Q4 2021 | $1,827,000 | +23.4% | 34,525 | +24.1% | 0.11% | +131.9% |
| Q3 2021 | $1,481,000 | +17.4% | 27,824 | +17.9% | 0.05% | +17.5% |
| Q2 2021 | $1,262,000 | +150.9% | 23,595 | +147.4% | 0.04% | +122.2% |
| Q1 2021 | $503,000 | – | 9,539 | – | 0.02% | – |
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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% |