ISHARES TR's ticker is EUSB and the CUSIP is 46436E619. A total of 108 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $825,346 | -3.7% | 20,204 | +0.3% | 0.17% | +5.6% |
| Q2 2023 | $857,317 | -19.2% | 20,134 | -18.0% | 0.16% | -24.7% |
| Q1 2023 | $1,061,225 | -13.1% | 24,548 | -15.1% | 0.22% | +31.1% |
| Q4 2022 | $1,220,551 | -3.1% | 28,923 | -4.0% | 0.16% | -46.6% |
| Q3 2022 | $1,260,000 | -6.9% | 30,114 | -2.2% | 0.31% | +11.6% |
| Q2 2022 | $1,354,000 | -4.0% | 30,777 | +1.4% | 0.28% | +9.6% |
| Q1 2022 | $1,411,000 | -10.4% | 30,349 | -4.8% | 0.25% | -4.2% |
| Q4 2021 | $1,575,000 | +15.8% | 31,867 | +16.2% | 0.26% | +8.7% |
| Q3 2021 | $1,360,000 | +13.1% | 27,427 | +13.4% | 0.24% | +9.5% |
| Q2 2021 | $1,202,000 | +12.3% | 24,190 | +10.9% | 0.22% | -10.2% |
| Q1 2021 | $1,070,000 | +6.9% | 21,815 | +10.3% | 0.24% | -2.4% |
| Q4 2020 | $1,001,000 | – | 19,771 | – | 0.25% | – |
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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% |