Baldrige Asset Management LLC - ISHARES TR ownership

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
Baldrige Asset Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$223
+3.2%
5,147
+0.4%
0.09%
-5.2%
Q4 2022$216
-99.9%
5,125
-37.2%
0.10%
-40.7%
Q3 2022$341,000
-38.6%
8,157
-35.4%
0.16%
-36.2%
Q2 2022$555,000
-2.8%
12,620
+2.7%
0.25%
+9.0%
Q1 2022$571,00012,2830.23%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
IMPACTfolio, LLC 336,441$14,800,00013.95%
One Wealth Advisors, LLC 202,910$8,926,0002.39%
Sharkey, Howes & Javer 151,748$6,675,0001.62%
Horst & Graben Wealth Management LLC 114,072$5,018,0001.36%
Financial Connections Group, Inc. 30,572$1,344,0001.18%
RETIREMENT CAPITAL STRATEGIES 50,107$2,204,0000.99%
VERITY Wealth Advisors 20,919$920,0000.89%
Leonard Rickey Investment Advisors P.L.L.C. 45,670$2,009,0000.88%
Spectrum Planning & Advisory Services Inc. 15,784$694,0000.72%
Goodwin Investment Advisory 18,301$805,061,0000.62%
View complete list of ISHARES TR shareholders