ISHARES TR's ticker is EUSB and the CUSIP is 46436E619. A total of 140 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $436,683 | -13.8% | 10,690 | -10.1% | 0.01% | -16.7% |
| Q2 2023 | $506,396 | +6.7% | 11,893 | +8.3% | 0.01% | 0.0% |
| Q1 2023 | $474,559 | -14.1% | 10,978 | -16.1% | 0.01% | -14.3% |
| Q4 2022 | $552,432 | +15.3% | 13,091 | +14.3% | 0.01% | 0.0% |
| Q3 2022 | $479,000 | -5.1% | 11,457 | -0.2% | 0.01% | -12.5% |
| Q2 2022 | $505,000 | -12.5% | 11,484 | -7.3% | 0.01% | 0.0% |
| Q1 2022 | $577,000 | +65.8% | 12,391 | +75.9% | 0.01% | +60.0% |
| Q4 2021 | $348,000 | +28.9% | 7,044 | +29.6% | 0.01% | 0.0% |
| Q3 2021 | $270,000 | – | 5,437 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| One Wealth Advisors, LLC | 32,420 | $1,642,000 | 0.89% |
| Horst & Graben Wealth Management LLC | 27,403 | $1,388,000 | 0.48% |
| Spectrum Planning & Advisory Services Inc. | 5,946 | $301,000 | 0.32% |
| WEALTHSOURCE PARTNERS, LLC | 53,714 | $2,720,000 | 0.32% |
| Castle Rock Wealth Management, LLC | 13,075 | $658,000 | 0.27% |
| Patriot Financial Group Insurance Agency, LLC | 19,771 | $1,001,000 | 0.25% |
| Sharkey, Howes & Javer | 14,087 | $713,000 | 0.24% |
| 55I, LLC | 60,315 | $3,054,000 | 0.23% |
| Austin Private Wealth, LLC | 11,003 | $557,000 | 0.16% |
| Goodwin Investment Advisory | 1,871 | $94,000 | 0.12% |