ISHARES TR's ticker is EUSB and the CUSIP is 46436E619. A total of 110 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $222,621 | +2.4% | 5,149 | 0.0% | 0.02% | +21.1% |
| Q4 2022 | $217,316 | -55.7% | 5,149 | -48.2% | 0.02% | -51.3% |
| Q4 2021 | $491,000 | -7.0% | 9,939 | -6.7% | 0.04% | -18.8% |
| Q3 2021 | $528,000 | 0.0% | 10,648 | +0.3% | 0.05% | -2.0% |
| Q2 2021 | $528,000 | -51.7% | 10,619 | -52.3% | 0.05% | -55.0% |
| Q1 2021 | $1,093,000 | – | 22,284 | – | 0.11% | – |
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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% |