ISHARES TR's ticker is EUSB and the CUSIP is 46436E619. A total of 126 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $670,063 | -19.6% | 16,403 | -16.2% | 0.00% | 0.0% |
| Q2 2023 | $833,631 | +0.1% | 19,578 | +1.7% | 0.00% | -50.0% |
| Q1 2023 | $832,394 | +71.0% | 19,255 | +66.9% | 0.00% | +100.0% |
| Q4 2022 | $486,904 | -6.4% | 11,538 | -7.2% | 0.00% | 0.0% |
| Q3 2022 | $520,000 | -10.2% | 12,433 | -5.5% | 0.00% | 0.0% |
| Q2 2022 | $579,000 | -22.5% | 13,154 | -18.2% | 0.00% | 0.0% |
| Q1 2022 | $747,000 | -32.8% | 16,084 | -28.5% | 0.00% | -50.0% |
| Q4 2021 | $1,112,000 | +3.5% | 22,494 | +3.9% | 0.00% | 0.0% |
| Q3 2021 | $1,074,000 | +39.1% | 21,653 | +39.5% | 0.00% | 0.0% |
| Q2 2021 | $772,000 | – | 15,521 | – | 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% |