ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 527 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 8.80 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,450 | -33.1% | 193,293 | -30.4% | 0.03% | -36.0% |
| Q2 2023 | $12,626 | -24.1% | 277,667 | -23.0% | 0.05% | -34.2% |
| Q1 2023 | $16,634 | -10.4% | 360,441 | -12.7% | 0.08% | -18.3% |
| Q4 2022 | $18,561 | -99.9% | 413,099 | -15.7% | 0.09% | -27.9% |
| Q3 2022 | $21,818,000 | +76.3% | 490,288 | +85.5% | 0.13% | +69.7% |
| Q2 2022 | $12,375,000 | +132.9% | 264,314 | +146.9% | 0.08% | +145.2% |
| Q1 2022 | $5,314,000 | -6.4% | 107,064 | -0.2% | 0.03% | -11.4% |
| Q4 2021 | $5,677,000 | +15.7% | 107,256 | +16.4% | 0.04% | +2.9% |
| Q3 2021 | $4,907,000 | +84.8% | 92,173 | +85.7% | 0.03% | +70.0% |
| Q2 2021 | $2,655,000 | – | 49,638 | – | 0.02% | – |
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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% |