ISHARES TR's ticker is IEUS and the CUSIP is 464288497.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $230,577 | -3.8% | 4,660 | +2.5% | 0.00% | 0.0% |
Q2 2023 | $239,659 | -11.0% | 4,545 | -9.9% | 0.00% | -33.3% |
Q1 2023 | $269,152 | +2.3% | 5,045 | -21.7% | 0.00% | 0.0% |
Q3 2022 | $263,000 | -28.1% | 6,441 | -14.5% | 0.00% | 0.0% |
Q2 2022 | $366,000 | -33.7% | 7,533 | -16.8% | 0.00% | -25.0% |
Q1 2022 | $552,000 | -10.0% | 9,053 | +2.8% | 0.00% | -20.0% |
Q4 2021 | $613,000 | +4.1% | 8,807 | +3.4% | 0.01% | +25.0% |
Q3 2021 | $589,000 | +7.3% | 8,518 | +7.8% | 0.00% | -20.0% |
Q2 2021 | $549,000 | +90.0% | 7,902 | +79.5% | 0.01% | +66.7% |
Q1 2021 | $289,000 | +41.0% | 4,402 | +33.5% | 0.00% | +50.0% |
Q4 2020 | $205,000 | -6.4% | 3,297 | -22.4% | 0.00% | -33.3% |
Q3 2020 | $219,000 | +15.3% | 4,247 | +4.9% | 0.00% | 0.0% |
Q2 2020 | $190,000 | -30.4% | 4,047 | -43.1% | 0.00% | -40.0% |
Q1 2020 | $273,000 | -26.0% | 7,117 | +7.6% | 0.01% | -16.7% |
Q4 2019 | $369,000 | +40.8% | 6,613 | +23.0% | 0.01% | +50.0% |
Q3 2019 | $262,000 | +6.1% | 5,376 | +9.2% | 0.00% | 0.0% |
Q2 2019 | $247,000 | +1.6% | 4,923 | +2.5% | 0.00% | -20.0% |
Q1 2019 | $243,000 | +9.0% | 4,803 | -3.0% | 0.01% | 0.0% |
Q4 2018 | $223,000 | – | 4,953 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Janney Capital Management LLC | 365,013 | $19,473 | 1.46% |
COURIER CAPITAL LLC | 76,735 | $4,093,827 | 0.45% |
Financial Alternatives, Inc | 4,360 | $232,606 | 0.22% |
InTrack Investment Management Inc | 3,805 | $204,443 | 0.19% |
Sweet Financial Partners, LLC | 9,755 | $520,429 | 0.14% |
Matisse Capital | 3,788 | $202,090 | 0.13% |
Lee Financial Co | 11,883 | $633,959 | 0.11% |
Cedar Wealth Management, LLC | 4,763 | $254,104 | 0.10% |
Full Sail Capital, LLC | 14,200 | $757,570 | 0.07% |
ASHFORD CAPITAL MANAGEMENT INC | 5,862 | $312,738 | 0.05% |