ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 461 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,373 | -3.4% | 31,412 | +0.5% | 0.10% | -1.0% |
| Q2 2023 | $1,422 | -1.5% | 31,264 | 0.0% | 0.10% | -5.8% |
| Q1 2023 | $1,443 | +21.0% | 31,264 | +17.8% | 0.10% | +14.4% |
| Q4 2022 | $1,193 | -99.9% | 26,550 | -4.2% | 0.09% | -8.2% |
| Q3 2022 | $1,233,000 | +3.9% | 27,714 | +9.3% | 0.10% | +7.7% |
| Q2 2022 | $1,187,000 | -5.6% | 25,354 | 0.0% | 0.09% | +5.8% |
| Q1 2022 | $1,258,000 | +12.7% | 25,354 | +20.3% | 0.09% | +16.2% |
| Q4 2021 | $1,116,000 | -1.8% | 21,078 | -1.3% | 0.07% | -12.9% |
| Q3 2021 | $1,137,000 | +57.9% | 21,358 | +56.4% | 0.08% | +44.1% |
| Q2 2021 | $720,000 | 0.0% | 13,656 | 0.0% | 0.06% | 0.0% |
| Q1 2021 | $720,000 | +42.9% | 13,656 | +47.8% | 0.06% | +34.1% |
| Q4 2020 | $504,000 | +47.4% | 9,237 | +46.7% | 0.04% | +46.7% |
| Q3 2020 | $342,000 | +2.7% | 6,297 | +2.9% | 0.03% | -6.2% |
| Q2 2020 | $333,000 | +56.3% | 6,121 | +51.2% | 0.03% | +28.0% |
| Q1 2020 | $213,000 | +0.9% | 4,049 | 0.0% | 0.02% | +25.0% |
| Q4 2019 | $211,000 | – | 4,049 | – | 0.02% | – |
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% |