ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 461 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
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% | – |
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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% |