CHARLES SCHWAB INVESTMENT MANAGEMENT INC - ISHARES TR ownership

ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 18 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
CHARLES SCHWAB INVESTMENT MANAGEMENT INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$219,580
-97.1%
5,023
-97.1%
0.00%
-100.0%
Q4 2022$7,679,345
+1130.7%
170,918
+1119.8%
0.00%
Q3 2022$624,000
-0.8%
14,012
+4.3%
0.00%
Q2 2022$629,000
-53.9%
13,430
-48.5%
0.00%
Q4 2021$1,364,00026,0720.00%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
R. W. Roge & Company, Inc. 363,419$18,901,00014.56%
Tri-Star Advisors Inc. 479,877$25,069,00010.51%
First Ascent Asset Management, LLC 1,001,371$53,003,00010.11%
Firestone Capital Management 589,964$31,227,0009.85%
Williams Financial, LLC 234,691$12,422,0009.37%
ONE Advisory Partners, LLC 264,942$14,023,0007.99%
High Falls Advisors, Inc 571,926$30,272,0007.73%
BIVIN & ASSOCIATES, INC. 158,321$8,380,0007.31%
JB Capital LLC 1,392,861$73,724,137,0007.21%
MCMORGAN & CO LLC 754,384$39,930,0007.03%
View complete list of ISHARES TR shareholders