ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 527 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 8.80 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $775 | -22.3% | 17,734 | -19.2% | 0.11% | -17.8% |
| Q2 2023 | $998 | -19.4% | 21,941 | -18.2% | 0.13% | -23.2% |
| Q1 2023 | $1,238 | -99.9% | 26,823 | -6.1% | 0.17% | -7.2% |
| Q4 2021 | $1,513,000 | +12.2% | 28,577 | +12.8% | 0.18% | -6.7% |
| Q3 2021 | $1,349,000 | +3.1% | 25,331 | +3.6% | 0.19% | 0.0% |
| Q2 2021 | $1,308,000 | +83.5% | 24,459 | +81.0% | 0.19% | +51.6% |
| Q1 2021 | $713,000 | – | 13,512 | – | 0.13% | – |
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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% |