ISHARES TR's ticker is EUSB and the CUSIP is 46436E619. A total of 128 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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 | $214,000 | – | 4,361 | – | 0.03% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
One Wealth Advisors, LLC | 32,420 | $1,642,000 | 0.89% |
Horst & Graben Wealth Management LLC | 27,403 | $1,388,000 | 0.48% |
Spectrum Planning & Advisory Services Inc. | 5,946 | $301,000 | 0.32% |
WEALTHSOURCE PARTNERS, LLC | 53,714 | $2,720,000 | 0.32% |
Castle Rock Wealth Management, LLC | 13,075 | $658,000 | 0.27% |
Patriot Financial Group Insurance Agency, LLC | 19,771 | $1,001,000 | 0.25% |
Sharkey, Howes & Javer | 14,087 | $713,000 | 0.24% |
55I, LLC | 60,315 | $3,054,000 | 0.23% |
Austin Private Wealth, LLC | 11,003 | $557,000 | 0.16% |
Goodwin Investment Advisory | 1,871 | $94,000 | 0.12% |