ISHARES TR's ticker is EUSB and the CUSIP is 46436E619. A total of 128 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $201 | -100.0% | 4,921 | -66.6% | 0.01% | -75.7% |
| Q2 2021 | $732,000 | -3.3% | 14,725 | -4.6% | 0.04% | -9.8% |
| Q1 2021 | $757,000 | -7.6% | 15,433 | -4.5% | 0.04% | -26.8% |
| Q4 2020 | $819,000 | -96.5% | 16,165 | -96.5% | 0.06% | -96.8% |
| Q3 2020 | $23,335,000 | +367.2% | 462,781 | +363.2% | 1.73% | +338.5% |
| Q2 2020 | $4,995,000 | – | 99,900 | – | 0.40% | – |
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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% |