ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 243 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,730,867 | +192785.9% | 176,847 | +104.0% | 0.04% | +29.0% |
| Q4 2022 | $4,008 | -99.8% | 86,705 | +82.4% | 0.03% | +82.4% |
| Q3 2022 | $2,060,000 | -9.6% | 47,542 | -2.3% | 0.02% | -10.5% |
| Q2 2022 | $2,279,000 | -6.9% | 48,639 | -4.6% | 0.02% | +5.6% |
| Q1 2022 | $2,449,000 | -24.6% | 50,986 | -18.6% | 0.02% | -25.0% |
| Q4 2021 | $3,250,000 | -2.5% | 62,614 | -0.7% | 0.02% | +20.0% |
| Q3 2021 | $3,333,000 | +24.0% | 63,044 | +26.2% | 0.02% | +25.0% |
| Q2 2021 | $2,687,000 | +20.0% | 49,965 | +18.7% | 0.02% | +23.1% |
| Q1 2021 | $2,239,000 | -8.9% | 42,109 | -7.1% | 0.01% | -18.8% |
| Q4 2020 | $2,459,000 | +8.0% | 45,343 | +7.8% | 0.02% | -5.9% |
| Q3 2020 | $2,277,000 | -7.6% | 42,051 | -6.3% | 0.02% | -10.5% |
| Q2 2020 | $2,463,000 | -17.7% | 44,894 | -19.6% | 0.02% | -29.6% |
| Q1 2020 | $2,993,000 | +24.0% | 55,867 | +22.5% | 0.03% | +50.0% |
| Q4 2019 | $2,414,000 | +295.7% | 45,593 | +290.4% | 0.02% | +260.0% |
| Q3 2019 | $610,000 | +185.0% | 11,680 | +181.2% | 0.01% | +150.0% |
| Q2 2019 | $214,000 | +1.9% | 4,153 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $210,000 | -3.7% | 4,153 | -7.5% | 0.00% | 0.0% |
| Q3 2018 | $218,000 | +1.9% | 4,489 | +4.0% | 0.00% | +100.0% |
| Q2 2018 | $214,000 | – | 4,317 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ZRC WEALTH MANAGEMENT, LLC | 441,611 | $19,305,038 | 16.67% |
| MCMORGAN & CO LLC | 2,034,125 | $88,921,784 | 16.44% |
| Williams Financial, LLC | 456,586 | $19,959,650 | 15.16% |
| High Falls Advisors, Inc | 986,973 | $43,145,542 | 12.95% |
| ONE Advisory Partners, LLC | 470,175 | $20,553,698 | 12.01% |
| Keystone Financial Services | 445,919 | $19,493,345 | 10.32% |
| Sharkey, Howes & Javer | 1,147,311 | $50,154,716 | 9.61% |
| Private Ocean, LLC | 1,632,359 | $71,358,568 | 9.06% |
| TNF LLC | 446,550 | $19,023,049 | 8.83% |
| Compass Ion Advisors, LLC | 1,102,715 | $48,205,214 | 8.27% |