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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $425,587 | -28.1% | 10,085 | -28.7% | 0.58% | -2.8% |
| Q3 2022 | $592,000 | -14.7% | 14,141 | -10.4% | 0.60% | -17.4% |
| Q2 2022 | $694,000 | -4.3% | 15,784 | +1.2% | 0.72% | +9.2% |
| Q1 2022 | $725,000 | -8.9% | 15,599 | -3.1% | 0.66% | -8.4% |
| Q4 2021 | $796,000 | +22.3% | 16,104 | +22.6% | 0.72% | +13.5% |
| Q3 2021 | $651,000 | +34.8% | 13,137 | +35.1% | 0.64% | +37.5% |
| Q2 2021 | $483,000 | +13.6% | 9,726 | +12.2% | 0.46% | +6.2% |
| Q1 2021 | $425,000 | +41.2% | 8,671 | +45.8% | 0.44% | +34.9% |
| Q4 2020 | $301,000 | – | 5,946 | – | 0.32% | – |
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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% |