ISHARES TR's ticker is EUSB and the CUSIP is 46436E619. A total of 84 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $234,194 | -8.6% | 5,733 | -4.7% | 0.04% | -2.3% |
| Q2 2023 | $256,247 | -11.9% | 6,018 | -10.6% | 0.04% | -23.2% |
| Q1 2023 | $290,851 | +2.3% | 6,728 | -0.1% | 0.06% | -6.7% |
| Q4 2022 | $284,344 | +0.8% | 6,738 | 0.0% | 0.06% | -4.8% |
| Q3 2022 | $282,000 | -7.2% | 6,738 | -2.6% | 0.06% | +5.0% |
| Q2 2022 | $304,000 | -7.0% | 6,918 | -1.8% | 0.06% | +13.2% |
| Q1 2022 | $327,000 | -4.1% | 7,047 | +2.2% | 0.05% | -5.4% |
| Q4 2021 | $341,000 | +40.9% | 6,893 | +41.2% | 0.06% | +33.3% |
| Q3 2021 | $242,000 | – | 4,883 | – | 0.04% | – |
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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% |