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 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 ↓ |
|---|---|---|---|
| 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% |