ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 243 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $219,000 | -54.7% | 4,935 | -52.2% | 0.12% | -53.4% |
| Q2 2022 | $483,000 | -66.8% | 10,331 | -64.7% | 0.27% | -38.0% |
| Q1 2022 | $1,453,000 | -57.9% | 29,276 | -55.1% | 0.43% | -53.1% |
| Q4 2021 | $3,452,000 | -82.6% | 65,234 | -82.5% | 0.92% | -78.7% |
| Q3 2021 | $19,792,000 | -32.3% | 371,760 | -31.9% | 4.33% | -22.0% |
| Q2 2021 | $29,218,000 | +8.0% | 546,235 | +6.5% | 5.55% | +5.4% |
| Q1 2021 | $27,050,000 | +6.7% | 512,801 | +10.4% | 5.26% | +16.3% |
| Q4 2020 | $25,361,000 | +37.9% | 464,657 | +37.4% | 4.53% | +19.8% |
| Q3 2020 | $18,393,000 | +72.0% | 338,235 | +71.9% | 3.78% | +62.2% |
| Q2 2020 | $10,691,000 | +16.5% | 196,784 | +12.6% | 2.33% | +2.6% |
| Q1 2020 | $9,175,000 | – | 174,755 | – | 2.27% | – |
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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% |