ISHARES TR's ticker is EUSB and the CUSIP is 46436E619. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 4.7%.
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 | 336,441 | $14,800,000 | 13.95% |
| One Wealth Advisors, LLC | 202,910 | $8,926,000 | 2.39% |
| Sharkey, Howes & Javer | 151,748 | $6,675,000 | 1.62% |
| Horst & Graben Wealth Management LLC | 114,072 | $5,018,000 | 1.36% |
| Financial Connections Group, Inc. | 30,572 | $1,344,000 | 1.18% |
| RETIREMENT CAPITAL STRATEGIES | 50,107 | $2,204,000 | 0.99% |
| VERITY Wealth Advisors | 20,919 | $920,000 | 0.89% |
| Leonard Rickey Investment Advisors P.L.L.C. | 45,670 | $2,009,000 | 0.88% |
| Spectrum Planning & Advisory Services Inc. | 15,784 | $694,000 | 0.72% |
| Goodwin Investment Advisory | 18,301 | $805,061,000 | 0.62% |