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 | $48,696 | -84.0% | 1,086 | -83.4% | 0.00% | – |
| Q2 2022 | $304,000 | -6.5% | 6,556 | 0.0% | 0.00% | – |
| Q1 2022 | $325,000 | -6.6% | 6,556 | 0.0% | 0.00% | – |
| Q4 2021 | $348,000 | -1.1% | 6,556 | 0.0% | 0.00% | – |
| Q3 2021 | $352,000 | -3.0% | 6,556 | -3.4% | 0.00% | – |
| Q2 2021 | $363,000 | +62.1% | 6,790 | +60.7% | 0.00% | – |
| Q1 2021 | $224,000 | +130.9% | 4,225 | +136.6% | 0.00% | – |
| Q2 2020 | $97,000 | – | 1,786 | – | 0.00% | – |
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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% |