ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 394 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $367,779 | +9.9% | 8,413 | +14.3% | 0.00% | +50.0% |
| Q2 2023 | $334,684 | +0.9% | 7,361 | +2.4% | 0.00% | -33.3% |
| Q1 2023 | $331,713 | +18.9% | 7,188 | +15.8% | 0.00% | +50.0% |
| Q4 2022 | $279,000 | +35.4% | 6,209 | +34.1% | 0.00% | 0.0% |
| Q3 2022 | $206,000 | -10.0% | 4,630 | -5.5% | 0.00% | 0.0% |
| Q2 2022 | $229,000 | -11.9% | 4,898 | -6.4% | 0.00% | 0.0% |
| Q1 2022 | $260,000 | +12.6% | 5,231 | +20.0% | 0.00% | 0.0% |
| Q4 2021 | $231,000 | +7.9% | 4,359 | +8.3% | 0.00% | 0.0% |
| Q3 2021 | $214,000 | -3.6% | 4,026 | -3.0% | 0.00% | 0.0% |
| Q2 2021 | $222,000 | +4.7% | 4,151 | +3.5% | 0.00% | 0.0% |
| Q1 2021 | $212,000 | – | 4,010 | – | 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% |