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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $260,176 | -4.8% | 6,369 | -0.8% | 0.02% | -7.7% |
| Q2 2023 | $273,283 | -1.5% | 6,418 | -0.0% | 0.03% | -10.3% |
| Q1 2023 | $277,519 | -58.8% | 6,420 | -59.8% | 0.03% | -62.8% |
| Q4 2022 | $673,772 | -37.8% | 15,966 | -38.4% | 0.08% | -40.0% |
| Q3 2022 | $1,084,000 | -3.2% | 25,904 | +1.7% | 0.13% | -5.8% |
| Q2 2022 | $1,120,000 | -10.0% | 25,467 | -5.0% | 0.14% | -4.8% |
| Q1 2022 | $1,245,000 | -11.5% | 26,801 | -5.8% | 0.14% | -18.5% |
| Q4 2021 | $1,407,000 | +39.6% | 28,462 | +40.1% | 0.18% | +13.4% |
| Q3 2021 | $1,008,000 | +49.6% | 20,322 | +49.9% | 0.16% | +48.1% |
| Q2 2021 | $674,000 | +49.8% | 13,561 | +47.8% | 0.11% | +10.4% |
| Q1 2021 | $450,000 | – | 9,174 | – | 0.10% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 330,485 | $14,072,051 | 11.18% |
| One Wealth Advisors, LLC | 181,931 | $7,746,622 | 1.63% |
| Financial Connections Group, Inc. | 50,498 | $2,150 | 1.41% |
| Affinity Capital Advisors, LLC | 87,928 | $3,743,974 | 1.02% |
| Leonard Rickey Investment Advisors P.L.L.C. | 46,253 | $1,969,452 | 0.74% |
| VERITY Wealth Advisors | 19,320 | $822,646 | 0.74% |
| Horst & Graben Wealth Management LLC | 56,411 | $2,402,000 | 0.57% |
| First Ascent Asset Management, LLC | 74,992 | $3,193,177 | 0.42% |
| SigFig Wealth Management, LLC | 225,922 | $9,597,131 | 0.37% |
| Carr Financial Group Corp | 21,640 | $921,431 | 0.37% |