ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 194 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $237,000 | -1.7% | 4,480 | -0.8% | 0.01% | -16.7% |
| Q3 2021 | $241,000 | +6.6% | 4,518 | +6.8% | 0.01% | 0.0% |
| Q2 2021 | $226,000 | +1.3% | 4,232 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $223,000 | -72.0% | 4,232 | -71.0% | 0.01% | -73.9% |
| Q4 2020 | $797,000 | +6.3% | 14,610 | +6.0% | 0.02% | -8.0% |
| Q3 2020 | $750,000 | +22.0% | 13,787 | +21.9% | 0.02% | +13.6% |
| Q2 2020 | $615,000 | – | 11,313 | – | 0.02% | – |
Download | ||||||
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% |