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 | $677,170 | +10.4% | 16,577 | +15.1% | 0.01% | +11.1% |
| Q2 2023 | $613,493 | +4.5% | 14,408 | +6.1% | 0.01% | 0.0% |
| Q1 2023 | $586,847 | -31.2% | 13,575 | -32.8% | 0.01% | -40.0% |
| Q4 2022 | $852,524 | +6.0% | 20,202 | +5.1% | 0.02% | 0.0% |
| Q3 2022 | $804,000 | -1.0% | 19,224 | +4.2% | 0.02% | 0.0% |
| Q2 2022 | $812,000 | -8.4% | 18,450 | -3.2% | 0.02% | +7.1% |
| Q1 2022 | $886,000 | +11.4% | 19,060 | +18.5% | 0.01% | +16.7% |
| Q4 2021 | $795,000 | +9.5% | 16,078 | +9.8% | 0.01% | 0.0% |
| Q3 2021 | $726,000 | +42.1% | 14,646 | +42.3% | 0.01% | +33.3% |
| Q2 2021 | $511,000 | -99.9% | 10,289 | -50.0% | 0.01% | 0.0% |
| Q1 2021 | $1,008,252,000 | +346378.4% | 20,564 | +257.3% | 0.01% | +50.0% |
| Q4 2020 | $291,000 | – | 5,756 | – | 0.01% | – |
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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% |