ISHARES TR's ticker is EUSB and the CUSIP is 46436E619. A total of 110 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $550 | -23.5% | 13,463 | -20.3% | 0.00% | -33.3% |
| Q2 2023 | $719 | +33.1% | 16,892 | +35.3% | 0.00% | +50.0% |
| Q1 2023 | $540 | -59.9% | 12,483 | -60.9% | 0.00% | -60.0% |
| Q4 2022 | $1,348 | -99.9% | 31,937 | +1.6% | 0.01% | -16.7% |
| Q3 2022 | $1,315,000 | +0.5% | 31,431 | +5.7% | 0.01% | 0.0% |
| Q2 2022 | $1,308,000 | +2.5% | 29,731 | +8.3% | 0.01% | +20.0% |
| Q1 2022 | $1,276,000 | -5.6% | 27,465 | +0.5% | 0.01% | 0.0% |
| Q4 2021 | $1,351,000 | +72.5% | 27,331 | +73.0% | 0.01% | +66.7% |
| Q3 2021 | $783,000 | – | 15,795 | – | 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% |