ISHARES TR's ticker is EUSB and the CUSIP is 46436E619. A total of 52 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,113,000 | +23.8% | 27,238 | +28.9% | 0.00% | – |
| Q2 2023 | $899,000 | -0.1% | 21,139 | +1.5% | 0.00% | – |
| Q1 2023 | $900,000 | -60.0% | 20,820 | -60.9% | 0.00% | -100.0% |
| Q4 2022 | $2,250,000 | +9.9% | 53,306 | +8.9% | 0.00% | 0.0% |
| Q3 2022 | $2,047,000 | +10.5% | 48,930 | +16.1% | 0.00% | 0.0% |
| Q2 2022 | $1,853,000 | +1958.9% | 42,133 | +2077.4% | 0.00% | – |
| Q1 2022 | $90,000 | -52.4% | 1,935 | -49.5% | 0.00% | – |
| Q4 2021 | $189,000 | +626.9% | 3,830 | +624.0% | 0.00% | – |
| Q3 2021 | $26,000 | 0.0% | 529 | +1.1% | 0.00% | – |
| Q2 2021 | $26,000 | +30.0% | 523 | +29.8% | 0.00% | – |
| Q1 2021 | $20,000 | – | 403 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 330,485 | $14,072,051 | 11.18% |
| One Wealth Advisors, LLC | 181,931 | $7,746,622 | 1.63% |
| Financial Connections Group, Inc. | 50,498 | $2,150 | 1.41% |
| Affinity Capital Advisors, LLC | 87,928 | $3,743,974 | 1.02% |
| Leonard Rickey Investment Advisors P.L.L.C. | 46,253 | $1,969,452 | 0.74% |
| VERITY Wealth Advisors | 19,320 | $822,646 | 0.74% |
| Horst & Graben Wealth Management LLC | 56,411 | $2,402,000 | 0.57% |
| First Ascent Asset Management, LLC | 74,992 | $3,193,177 | 0.42% |
| SigFig Wealth Management, LLC | 225,922 | $9,597,131 | 0.37% |
| Carr Financial Group Corp | 21,640 | $921,431 | 0.37% |