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 | $2,111,945 | -10.3% | 51,700 | -6.5% | 0.01% | -18.8% |
| Q2 2023 | $2,355,611 | +4.9% | 55,322 | +6.5% | 0.02% | -5.9% |
| Q1 2023 | $2,245,409 | -39.4% | 51,941 | -40.8% | 0.02% | -43.3% |
| Q4 2022 | $3,703,725 | +499.3% | 87,766 | +494.2% | 0.03% | +275.0% |
| Q3 2022 | $618,000 | +26.1% | 14,770 | +32.5% | 0.01% | +33.3% |
| Q2 2022 | $490,000 | +12.4% | 11,148 | +18.9% | 0.01% | +20.0% |
| Q1 2022 | $436,000 | +91.2% | 9,377 | +103.2% | 0.01% | +66.7% |
| Q4 2021 | $228,000 | +0.9% | 4,614 | +1.2% | 0.00% | 0.0% |
| Q3 2021 | $226,000 | – | 4,561 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 337,237 | $14,578,756 | 12.20% |
| One Wealth Advisors, LLC | 185,770 | $8,030,837 | 1.86% |
| Financial Connections Group, Inc. | 41,359 | $1,787 | 1.27% |
| Sharkey, Howes & Javer | 111,509 | $4,820,534 | 1.03% |
| Leonard Rickey Investment Advisors P.L.L.C. | 46,713 | $2,019,385 | 0.79% |
| VERITY Wealth Advisors | 19,320 | $835,204 | 0.77% |
| Horst & Graben Wealth Management LLC | 54,749 | $2,367,000 | 0.59% |
| SigFig Wealth Management, LLC | 184,520 | $7,976,771 | 0.44% |
| Carr Financial Group Corp | 21,537 | $931,045 | 0.41% |
| First Ascent Asset Management, LLC | 59,701 | $2,580,857 | 0.38% |