TRANSCEND CAPITAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is EUSB and the CUSIP is 46436E619. A total of 52 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
TRANSCEND CAPITAL ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$224,552
-38.8%
5,497
-36.8%
0.02%
-45.0%
Q4 2022$367,140
+7.4%
8,700
+6.4%
0.04%
+5.3%
Q3 2022$342,000
-39.6%
8,179
-36.5%
0.04%
-35.6%
Q2 2022$566,000
-17.5%
12,875
-12.7%
0.06%
-3.3%
Q1 2022$686,000
+25.9%
14,756
+33.8%
0.06%
+27.1%
Q4 2021$545,000
+6.9%
11,028
+6.8%
0.05%
+4.3%
Q3 2021$510,000
+103.2%
10,327
+105.9%
0.05%
+27.8%
Q2 2021$251,000
+17.3%
5,015
+15.0%
0.04%
+38.5%
Q1 2021$214,0004,3610.03%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
IMPACTfolio, LLC 337,237$14,578,75612.20%
One Wealth Advisors, LLC 185,770$8,030,8371.86%
Financial Connections Group, Inc. 41,359$1,7871.27%
Sharkey, Howes & Javer 111,509$4,820,5341.03%
Leonard Rickey Investment Advisors P.L.L.C. 46,713$2,019,3850.79%
VERITY Wealth Advisors 19,320$835,2040.77%
Horst & Graben Wealth Management LLC 54,749$2,367,0000.59%
SigFig Wealth Management, LLC 184,520$7,976,7710.44%
Carr Financial Group Corp 21,537$931,0450.41%
First Ascent Asset Management, LLC 59,701$2,580,8570.38%
View complete list of ISHARES TR shareholders