ISHARES TR's ticker is EUSB and the CUSIP is 46436E619. A total of 110 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $789,222 | -4.1% | 19,320 | 0.0% | 0.74% | +0.5% |
| Q2 2023 | $822,646 | -1.5% | 19,320 | 0.0% | 0.74% | -4.5% |
| Q1 2023 | $835,204 | +2.4% | 19,320 | 0.0% | 0.77% | -3.2% |
| Q4 2022 | $815,304 | -6.8% | 19,320 | -7.6% | 0.80% | -10.9% |
| Q3 2022 | $875,000 | -4.9% | 20,919 | 0.0% | 0.90% | +0.4% |
| Q2 2022 | $920,000 | +50.3% | 20,919 | +58.9% | 0.89% | +65.2% |
| Q1 2022 | $612,000 | -6.0% | 13,161 | 0.0% | 0.54% | 0.0% |
| Q4 2021 | $651,000 | – | 13,161 | – | 0.54% | – |
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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% |