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 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 ↓ |
|---|---|---|---|
| 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% |