ISHARES TR's ticker is EUSB and the CUSIP is 46436E619. A total of 128 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $397,505 | +12.6% | 9,342 | +13.3% | 0.00% | 0.0% |
| Q1 2024 | $353,111 | -5.2% | 8,244 | -4.2% | 0.00% | -25.0% |
| Q4 2023 | $372,321 | -14.7% | 8,607 | -19.5% | 0.00% | -20.0% |
| 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 ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 403,162 | $17,154,543 | 9.61% |
| SEEDS INVESTOR LLC | 377,347 | $16,056,114 | 8.23% |
| Balanced Rock Investment Advisors LLC | 212,108 | $9,025,207 | 7.59% |
| TCWP LLC | 7,133 | $303,524 | 0.74% |
| SigFig Wealth Management, LLC | 446,030 | $18,978,530 | 0.71% |
| Shared Vision Wealth Group LLC | 27,870 | $1,185,875 | 0.69% |
| Leonard Rickey Investment Advisors P.L.L.C. | 49,047 | $2,086,938 | 0.50% |
| Financial Connections Group, Inc. | 21,553 | $917 | 0.48% |
| Horst & Graben Wealth Management LLC | 49,884 | $2,122,563 | 0.40% |
| Sandbox Financial Partners, LLC | 22,347 | $950,871 | 0.36% |