ISHARES TR's ticker is EUSB and the CUSIP is 46436E619. A total of 84 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $796,044 | -3.2% | 19,487 | +0.9% | 0.00% | – |
| Q2 2023 | $822,731 | -3.5% | 19,322 | -2.0% | 0.00% | – |
| Q1 2023 | $852,193 | +92.7% | 19,713 | +88.1% | 0.00% | – |
| Q4 2022 | $442,214 | +39.9% | 10,479 | +38.9% | 0.00% | – |
| Q3 2022 | $316,000 | +92.7% | 7,544 | +103.1% | 0.00% | – |
| Q2 2022 | $164,000 | +11.6% | 3,714 | +17.1% | 0.00% | – |
| Q1 2022 | $147,000 | +2000.0% | 3,171 | +2266.4% | 0.00% | – |
| Q4 2021 | $7,000 | 0.0% | 134 | 0.0% | 0.00% | – |
| Q3 2021 | $7,000 | +40.0% | 134 | +32.7% | 0.00% | – |
| Q2 2021 | $5,000 | – | 101 | +3266.7% | 0.00% | – |
| Q3 2020 | $0 | – | 3 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 336,441 | $14,800,000 | 13.95% |
| One Wealth Advisors, LLC | 202,910 | $8,926,000 | 2.39% |
| Sharkey, Howes & Javer | 151,748 | $6,675,000 | 1.62% |
| Horst & Graben Wealth Management LLC | 114,072 | $5,018,000 | 1.36% |
| Financial Connections Group, Inc. | 30,572 | $1,344,000 | 1.18% |
| RETIREMENT CAPITAL STRATEGIES | 50,107 | $2,204,000 | 0.99% |
| VERITY Wealth Advisors | 20,919 | $920,000 | 0.89% |
| Leonard Rickey Investment Advisors P.L.L.C. | 45,670 | $2,009,000 | 0.88% |
| Spectrum Planning & Advisory Services Inc. | 15,784 | $694,000 | 0.72% |
| Goodwin Investment Advisory | 18,301 | $805,061,000 | 0.62% |