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 | $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 | 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% |