ISHARES TR's ticker is EUSB and the CUSIP is 46436E619. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 4.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $926 | -4.0% | 22,659 | 0.0% | 0.07% | -13.4% |
| Q2 2023 | $965 | -1.5% | 22,659 | 0.0% | 0.08% | -10.9% |
| Q1 2023 | $980 | -39.4% | 22,659 | -40.9% | 0.09% | -50.8% |
| Q4 2022 | $1,618 | -99.9% | 38,347 | +1.6% | 0.19% | -4.1% |
| Q3 2022 | $1,579,000 | -5.6% | 37,747 | -0.7% | 0.20% | -2.5% |
| Q2 2022 | $1,672,000 | -5.1% | 38,001 | +0.2% | 0.20% | +7.0% |
| Q1 2022 | $1,762,000 | +18.9% | 37,910 | +26.5% | 0.19% | +15.4% |
| Q4 2021 | $1,482,000 | +18.6% | 29,980 | +18.9% | 0.16% | -12.9% |
| Q3 2021 | $1,250,000 | +43.0% | 25,208 | +43.3% | 0.19% | +42.0% |
| Q2 2021 | $874,000 | +1.4% | 17,588 | 0.0% | 0.13% | -5.1% |
| Q1 2021 | $862,000 | – | 17,588 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 334,088 | $13,978,000 | 13.64% |
| One Wealth Advisors, LLC | 301,499 | $12,615,000 | 4.13% |
| Sharkey, Howes & Javer | 151,885 | $6,355,000 | 1.38% |
| Horst & Graben Wealth Management LLC | 111,444 | $4,663,000 | 1.32% |
| Financial Connections Group, Inc. | 35,448 | $1,483,000 | 1.25% |
| VERITY Wealth Advisors | 20,919 | $875,000 | 0.90% |
| Leonard Rickey Investment Advisors P.L.L.C. | 45,265 | $1,894,000 | 0.89% |
| Spectrum Planning & Advisory Services Inc. | 14,141 | $592,000 | 0.60% |
| Fulcrum Capital LLC | 44,940 | $1,880,000 | 0.56% |
| DHK Financial Advisors, Inc. | 7,419 | $311,000 | 0.51% |