ISHARES TR's ticker is EUSB and the CUSIP is 46436E619. A total of 128 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,143,769 | -15.2% | 52,479 | -11.6% | 0.29% | -12.4% |
| Q2 2023 | $2,528,186 | +10.2% | 59,375 | +9.2% | 0.33% | -19.7% |
| Q4 2022 | $2,295,046 | +3.8% | 54,385 | +2.9% | 0.41% | -8.5% |
| Q3 2022 | $2,211,000 | +1.1% | 52,843 | +6.3% | 0.45% | -17.8% |
| Q2 2022 | $2,186,000 | +11.8% | 49,690 | +25.6% | 0.55% | +35.1% |
| Q4 2021 | $1,956,000 | +101.2% | 39,567 | +101.8% | 0.40% | +72.6% |
| Q3 2021 | $972,000 | – | 19,608 | – | 0.23% | – |
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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% |