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%.
| 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% |
| JB Capital LLC | 2,206,088 | $96,439,196 | 8.14% |
| FINANCIAL LIFE ADVISORS | 407,604 | $17,818,419 | 7.67% |
| First Ascent Asset Management, LLC | 1,336,200 | $58,411,994 | 7.54% |
| Bay Harbor Wealth Management, LLC | 401,800 | $17,564,725 | 7.39% |
| Affinity Capital Advisors, LLC | 610,330 | $26,680,586 | 7.32% |
| JACOBSON & SCHMITT ADVISORS, LLC | 584,666 | $25,558,676 | 7.26% |
| Copperleaf Capital, LLC | 137,856 | $6,026,368 | 6.52% |
| FFG RETIREMENT ADVISORS LLC | 175,670 | $7,679,414 | 6.37% |
| R. W. Roge & Company, Inc. | 195,156 | $8,401 | 6.30% |
| Hoxton Planning & Management, LLC | 218,541 | $9,554 | 6.19% |
External links
This page lists ISHARES TR's shareholders in Q3 2023. To view ISHARES TR's shareholder history, click here.