ISHARES TR's ticker is EUSB and the CUSIP is 46436E619. A total of 140 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $373,696 | +6.2% | 9,148 | +10.7% | 0.07% | +8.8% |
| Q2 2023 | $351,753 | -4.2% | 8,261 | -2.7% | 0.07% | -10.5% |
| Q1 2023 | $366,993 | -40.7% | 8,489 | -42.2% | 0.08% | -46.5% |
| Q4 2022 | $619,284 | +32.3% | 14,675 | +31.3% | 0.14% | +27.9% |
| Q3 2022 | $468,000 | +67.1% | 11,180 | +79.4% | 0.11% | +88.1% |
| Q2 2022 | $280,000 | -5.4% | 6,233 | -2.1% | 0.06% | -3.3% |
| Q1 2022 | $296,000 | +5.0% | 6,367 | +7.1% | 0.06% | +3.4% |
| Q4 2021 | $282,000 | +4.1% | 5,946 | +9.0% | 0.06% | -3.3% |
| Q3 2021 | $271,000 | +25.5% | 5,456 | +25.5% | 0.06% | +24.5% |
| Q2 2021 | $216,000 | +5.4% | 4,349 | +4.2% | 0.05% | 0.0% |
| Q1 2021 | $205,000 | – | 4,173 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 337,237 | $14,578,756 | 12.20% |
| One Wealth Advisors, LLC | 185,770 | $8,030,837 | 1.86% |
| Financial Connections Group, Inc. | 41,359 | $1,787 | 1.27% |
| Sharkey, Howes & Javer | 111,509 | $4,820,534 | 1.03% |
| Leonard Rickey Investment Advisors P.L.L.C. | 46,713 | $2,019,385 | 0.79% |
| VERITY Wealth Advisors | 19,320 | $835,204 | 0.77% |
| Horst & Graben Wealth Management LLC | 54,749 | $2,367,000 | 0.59% |
| SigFig Wealth Management, LLC | 184,520 | $7,976,771 | 0.44% |
| Carr Financial Group Corp | 21,537 | $931,045 | 0.41% |
| First Ascent Asset Management, LLC | 59,701 | $2,580,857 | 0.38% |