ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 509 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.30 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $893 | -99.9% | 19,353 | -47.6% | 0.07% | -55.0% |
| Q3 2022 | $1,644,000 | +30.6% | 36,937 | +37.3% | 0.16% | +29.0% |
| Q2 2022 | $1,259,000 | -29.2% | 26,895 | -24.9% | 0.12% | -11.4% |
| Q1 2022 | $1,777,000 | +15.6% | 35,803 | +23.3% | 0.14% | +20.7% |
| Q4 2021 | $1,537,000 | +8.9% | 29,044 | +9.5% | 0.12% | -1.7% |
| Q3 2021 | $1,412,000 | +14.1% | 26,526 | +14.7% | 0.12% | +13.5% |
| Q2 2021 | $1,237,000 | – | 23,121 | – | 0.10% | – |
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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% |