Perigon Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is EUSB and the CUSIP is 46436E619. A total of 117 filers reported holding ISHARES TR in Q2 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 Q2 2022
NameSharesValueWeighting ↓
IMPACTfolio, LLC 330,485$14,072,05111.18%
One Wealth Advisors, LLC 181,931$7,746,6221.63%
Financial Connections Group, Inc. 50,498$2,1501.41%
Affinity Capital Advisors, LLC 87,928$3,743,9741.02%
Leonard Rickey Investment Advisors P.L.L.C. 46,253$1,969,4520.74%
VERITY Wealth Advisors 19,320$822,6460.74%
Horst & Graben Wealth Management LLC 56,411$2,402,0000.57%
First Ascent Asset Management, LLC 74,992$3,193,1770.42%
SigFig Wealth Management, LLC 225,922$9,597,1310.37%
Carr Financial Group Corp 21,640$921,4310.37%
View complete list of ISHARES TR shareholders