Perigon Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is EUSB and the CUSIP is 46436E619. A total of 108 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Perigon Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,482,495
-36.6%
60,771
-33.9%
0.10%
+31.2%
Q2 2023$3,916,338
+1310.2%
91,976
+1331.8%
0.08%
+381.2%
Q1 2023$277,710
-11.0%
6,424
-13.1%
0.02%
+60.0%
Q4 2022$311,942
+6.1%
7,392
+5.2%
0.01%
-60.0%
Q3 2022$294,000
+31.2%
7,025
+38.0%
0.02%
+31.6%
Q2 2022$224,000
-7.4%
5,091
-2.0%
0.02%
+11.8%
Q1 2022$242,000
-29.0%
5,197
-24.6%
0.02%
-29.2%
Q4 2021$341,000
+1605.0%
6,892
+1658.2%
0.02%
+1100.0%
Q4 2020$20,000
-93.2%
392
-94.4%
0.00%
-92.0%
Q3 2011$294,0007,0250.02%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
IMPACTfolio, LLC 337,237$14,578,75612.20%
One Wealth Advisors, LLC 185,770$8,030,8371.86%
Financial Connections Group, Inc. 41,359$1,7871.27%
Sharkey, Howes & Javer 111,509$4,820,5341.03%
Leonard Rickey Investment Advisors P.L.L.C. 46,713$2,019,3850.79%
VERITY Wealth Advisors 19,320$835,2040.77%
Horst & Graben Wealth Management LLC 54,749$2,367,0000.59%
SigFig Wealth Management, LLC 184,520$7,976,7710.44%
Carr Financial Group Corp 21,537$931,0450.41%
First Ascent Asset Management, LLC 59,701$2,580,8570.38%
View complete list of ISHARES TR shareholders