ISHARES TR's ticker is EUSB and the CUSIP is 46436E619. A total of 126 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
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 | 336,441 | $14,800,000 | 13.95% |
| One Wealth Advisors, LLC | 202,910 | $8,926,000 | 2.39% |
| Sharkey, Howes & Javer | 151,748 | $6,675,000 | 1.62% |
| Horst & Graben Wealth Management LLC | 114,072 | $5,018,000 | 1.36% |
| Financial Connections Group, Inc. | 30,572 | $1,344,000 | 1.18% |
| RETIREMENT CAPITAL STRATEGIES | 50,107 | $2,204,000 | 0.99% |
| VERITY Wealth Advisors | 20,919 | $920,000 | 0.89% |
| Leonard Rickey Investment Advisors P.L.L.C. | 45,670 | $2,009,000 | 0.88% |
| Spectrum Planning & Advisory Services Inc. | 15,784 | $694,000 | 0.72% |
| Goodwin Investment Advisory | 18,301 | $805,061,000 | 0.62% |