ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 200 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,787,565 | -2.5% | 635,653 | +1.4% | 0.05% | -2.1% |
| Q2 2023 | $28,511,846 | +15.1% | 627,047 | +16.8% | 0.05% | +9.3% |
| Q1 2023 | $24,776,039 | +48.6% | 536,859 | +44.7% | 0.04% | +48.3% |
| Q4 2022 | $16,675,448 | +28.7% | 371,143 | +27.5% | 0.03% | +16.0% |
| Q3 2022 | $12,953,000 | +1.6% | 291,088 | +6.9% | 0.02% | +8.7% |
| Q2 2022 | $12,747,000 | +4.5% | 272,255 | +10.7% | 0.02% | +21.1% |
| Q1 2022 | $12,201,000 | +31.0% | 245,836 | +39.7% | 0.02% | +35.7% |
| Q4 2021 | $9,313,000 | +47.6% | 175,958 | +48.5% | 0.01% | +40.0% |
| Q3 2021 | $6,309,000 | +37.8% | 118,510 | +38.4% | 0.01% | +42.9% |
| Q2 2021 | $4,579,000 | -29.1% | 85,607 | -30.1% | 0.01% | -36.4% |
| Q1 2021 | $6,456,000 | +67.0% | 122,390 | +72.8% | 0.01% | +57.1% |
| Q4 2020 | $3,866,000 | +3.6% | 70,821 | +3.3% | 0.01% | -12.5% |
| Q3 2020 | $3,730,000 | -4.3% | 68,587 | -4.4% | 0.01% | -11.1% |
| Q2 2020 | $3,898,000 | -28.7% | 71,747 | -31.1% | 0.01% | -35.7% |
| Q1 2020 | $5,469,000 | +8.8% | 104,155 | +8.0% | 0.01% | +40.0% |
| Q4 2019 | $5,027,000 | – | 96,462 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Williams Financial, LLC | 575,429 | $26,164,751 | 19.51% |
| MCMORGAN & CO LLC | 1,977,443 | $89,914,346 | 16.91% |
| Stone House Investment Management, LLC | 980,266 | $44,572,692 | 16.16% |
| ZRC WEALTH MANAGEMENT, LLC | 402,366 | $18,902,196 | 15.92% |
| High Falls Advisors, Inc | 1,005,004 | $45,697,522 | 13.03% |
| ONE Advisory Partners, LLC | 486,639 | $22,127,458 | 12.45% |
| Copperleaf Capital, LLC | 279,828 | $12,723,784 | 11.92% |
| Keystone Financial Services | 476,707 | $21,675,876 | 11.07% |
| Sharkey, Howes & Javer | 1,140,763 | $51,870,514 | 9.82% |
| TNF LLC | 467,300 | $21,248,116 | 9.27% |