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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $292,911 | -2.8% | 7,170 | +1.3% | 0.01% | +10.0% |
| Q2 2023 | $301,255 | +9.8% | 7,075 | +11.5% | 0.01% | 0.0% |
| Q1 2023 | $274,326 | -44.3% | 6,345 | -45.6% | 0.01% | -44.4% |
| Q4 2022 | $492,307 | -21.4% | 11,666 | -22.1% | 0.02% | -28.0% |
| Q3 2022 | $626,000 | -13.7% | 14,969 | -9.3% | 0.02% | -3.8% |
| Q2 2022 | $725,000 | +11.9% | 16,505 | +25.9% | 0.03% | +30.0% |
| Q4 2021 | $648,000 | +41.5% | 13,113 | +41.7% | 0.02% | +33.3% |
| Q3 2021 | $458,000 | +764.2% | 9,255 | +755.4% | 0.02% | +400.0% |
| Q2 2021 | $53,000 | – | 1,082 | – | 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% |