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 | ||||
---|---|---|---|---|---|---|
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% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
R. W. Roge & Company, Inc. | 363,419 | $18,901,000 | 14.56% |
Tri-Star Advisors Inc. | 479,877 | $25,069,000 | 10.51% |
First Ascent Asset Management, LLC | 1,001,371 | $53,003,000 | 10.11% |
Firestone Capital Management | 589,964 | $31,227,000 | 9.85% |
Williams Financial, LLC | 234,691 | $12,422,000 | 9.37% |
ONE Advisory Partners, LLC | 264,942 | $14,023,000 | 7.99% |
High Falls Advisors, Inc | 571,926 | $30,272,000 | 7.73% |
BIVIN & ASSOCIATES, INC. | 158,321 | $8,380,000 | 7.31% |
JB Capital LLC | 1,392,861 | $73,724,137,000 | 7.21% |
MCMORGAN & CO LLC | 754,384 | $39,930,000 | 7.03% |