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 | $332,242 | -0.1% | 8,133 | +4.1% | 0.00% | 0.0% |
| Q2 2023 | $332,599 | -63.7% | 7,811 | -63.1% | 0.00% | -60.0% |
| Q1 2023 | $916,084 | +7.3% | 21,191 | +4.8% | 0.01% | 0.0% |
| Q4 2022 | $853,605 | +33.6% | 20,228 | +32.4% | 0.01% | +25.0% |
| Q3 2022 | $639,000 | +100.3% | 15,276 | +110.8% | 0.00% | +100.0% |
| Q2 2022 | $319,000 | +54.9% | 7,246 | +63.4% | 0.00% | +100.0% |
| Q1 2022 | $206,000 | -37.8% | 4,435 | -33.8% | 0.00% | -50.0% |
| Q4 2021 | $331,000 | – | 6,695 | – | 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% |