ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 464 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $9,008,367 | -8.4% | 199,212 | -7.6% | 0.00% | 0.0% |
| Q1 2024 | $9,829,386 | +110.0% | 215,604 | +112.2% | 0.00% | +100.0% |
| Q4 2023 | $4,679,929 | +2076.7% | 101,583 | +2416.9% | 0.00% | – |
| Q3 2021 | $215,000 | -84.4% | 4,036 | -85.0% | 0.00% | – |
| Q3 2017 | $1,377,000 | +347.1% | 26,967 | +340.3% | 0.00% | – |
| Q4 2016 | $308,000 | – | 6,125 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Firestone Capital Management | 624,520 | $34,086,000 | 12.95% |
| First Ascent Asset Management, LLC | 530,884 | $28,976,000 | 12.20% |
| Marshall Financial Group, LLC | 234,280 | $12,787,000 | 8.34% |
| Wilshire Advisors LLC | 132,625 | $7,239,000 | 6.87% |
| R. W. Roge & Company, Inc. | 167,443 | $9,139,000 | 6.66% |
| JACOBSON & SCHMITT ADVISORS, LLC | 338,421 | $18,471,000 | 6.28% |
| CORRADO ADVISORS, LLC | 142,386 | $7,771,000 | 5.98% |
| AGILIS PARTNERS LLC | 194,019 | $10,590,000 | 4.97% |
| Old North State Trust, LLC | 108,344 | $5,913,000 | 4.57% |
| CALTON & ASSOCIATES, INC. | 464,657 | $25,361,000 | 4.53% |