ISHARES TR's ticker is EUSB and the CUSIP is 46436E619. A total of 70 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $677,934 | -12.2% | 16,596 | -8.4% | 0.00% | -20.0% |
| Q2 2023 | $771,817 | +7.8% | 18,126 | +9.4% | 0.01% | 0.0% |
| Q1 2023 | $716,110 | -57.6% | 16,565 | -58.6% | 0.01% | -58.3% |
| Q4 2022 | $1,687,993 | -9.3% | 40,000 | -10.1% | 0.01% | -20.0% |
| Q3 2022 | $1,862,000 | -11.4% | 44,501 | -6.8% | 0.02% | -11.8% |
| Q2 2022 | $2,101,000 | -5.1% | 47,762 | +0.3% | 0.02% | +13.3% |
| Q1 2022 | $2,213,000 | -15.4% | 47,614 | -10.0% | 0.02% | -16.7% |
| Q4 2021 | $2,615,000 | +140.1% | 52,885 | +140.8% | 0.02% | +100.0% |
| Q3 2021 | $1,089,000 | +97.6% | 21,963 | +98.3% | 0.01% | +80.0% |
| Q2 2021 | $551,000 | – | 11,077 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 330,485 | $14,072,051 | 11.18% |
| One Wealth Advisors, LLC | 181,931 | $7,746,622 | 1.63% |
| Financial Connections Group, Inc. | 50,498 | $2,150 | 1.41% |
| Affinity Capital Advisors, LLC | 87,928 | $3,743,974 | 1.02% |
| Leonard Rickey Investment Advisors P.L.L.C. | 46,253 | $1,969,452 | 0.74% |
| VERITY Wealth Advisors | 19,320 | $822,646 | 0.74% |
| Horst & Graben Wealth Management LLC | 56,411 | $2,402,000 | 0.57% |
| First Ascent Asset Management, LLC | 74,992 | $3,193,177 | 0.42% |
| SigFig Wealth Management, LLC | 225,922 | $9,597,131 | 0.37% |
| Carr Financial Group Corp | 21,640 | $921,431 | 0.37% |