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 | $585,979 | -1.1% | 14,344 | +3.1% | 0.04% | -7.1% |
| Q2 2023 | $592,519 | -10.2% | 13,915 | -8.8% | 0.04% | -17.6% |
| Q1 2023 | $659,743 | -20.8% | 15,261 | -22.7% | 0.05% | -26.1% |
| Q4 2022 | $833,216 | +24.2% | 19,744 | +23.2% | 0.07% | -2.8% |
| Q3 2022 | $671,000 | -14.7% | 16,027 | -10.4% | 0.07% | 0.0% |
| Q2 2022 | $787,000 | +0.1% | 17,896 | +5.8% | 0.07% | +10.9% |
| Q1 2022 | $786,000 | +20.9% | 16,918 | +28.6% | 0.06% | +36.2% |
| Q4 2021 | $650,000 | – | 13,154 | – | 0.05% | – |
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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% |