ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 44 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,522,069 | +12.4% | 34,818 | +16.9% | 0.00% | 0.0% |
| Q2 2023 | $1,354,688 | +1.4% | 29,793 | +2.9% | 0.00% | 0.0% |
| Q1 2023 | $1,336,227 | +26.2% | 28,954 | +22.9% | 0.00% | 0.0% |
| Q4 2022 | $1,058,731 | -3.6% | 23,564 | -4.5% | 0.00% | 0.0% |
| Q3 2022 | $1,098,000 | -6.9% | 24,672 | -2.1% | 0.00% | 0.0% |
| Q2 2022 | $1,180,000 | +22.5% | 25,205 | +29.9% | 0.00% | 0.0% |
| Q1 2022 | $963,000 | +96.9% | 19,404 | +109.9% | 0.00% | – |
| Q4 2021 | $489,000 | -2.2% | 9,246 | -1.5% | 0.00% | – |
| Q3 2021 | $500,000 | +21.1% | 9,390 | +21.5% | 0.00% | – |
| Q2 2021 | $413,000 | +17.0% | 7,726 | +15.5% | 0.00% | – |
| Q1 2021 | $353,000 | -4.3% | 6,692 | -1.0% | 0.00% | – |
| Q4 2020 | $369,000 | +25.9% | 6,760 | +25.7% | 0.00% | – |
| Q3 2020 | $293,000 | +12.3% | 5,380 | +12.1% | 0.00% | – |
| Q2 2020 | $261,000 | +169.1% | 4,800 | +160.9% | 0.00% | – |
| Q1 2020 | $97,000 | +6.6% | 1,840 | +5.7% | 0.00% | – |
| Q4 2019 | $91,000 | +56.9% | 1,740 | +58.2% | 0.00% | – |
| Q3 2019 | $58,000 | +1.8% | 1,100 | 0.0% | 0.00% | – |
| Q2 2019 | $57,000 | +42.5% | 1,100 | +37.5% | 0.00% | – |
| Q1 2019 | $40,000 | +2.6% | 800 | 0.0% | 0.00% | – |
| Q4 2018 | $39,000 | 0.0% | 800 | 0.0% | 0.00% | – |
| Q3 2018 | $39,000 | 0.0% | 800 | 0.0% | 0.00% | – |
| Q2 2018 | $39,000 | -2.5% | 800 | 0.0% | 0.00% | – |
| Q1 2018 | $40,000 | -2.4% | 800 | -1.4% | 0.00% | – |
| Q4 2017 | $41,000 | -18.0% | 811 | -16.5% | 0.00% | – |
| Q3 2017 | $50,000 | +2.0% | 971 | +1.1% | 0.00% | – |
| Q2 2017 | $49,000 | +2.1% | 960 | 0.0% | 0.00% | – |
| Q1 2017 | $48,000 | 0.0% | 960 | 0.0% | 0.00% | – |
| Q4 2016 | $48,000 | -4.0% | 960 | 0.0% | 0.00% | – |
| Q3 2016 | $50,000 | 0.0% | 960 | +100.0% | 0.00% | – |
| Q2 2016 | $50,000 | – | 480 | – | 0.00% | – |
Download | ||||||
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% |