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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 336,441 | $14,800,000 | 13.95% |
| One Wealth Advisors, LLC | 202,910 | $8,926,000 | 2.39% |
| Sharkey, Howes & Javer | 151,748 | $6,675,000 | 1.62% |
| Horst & Graben Wealth Management LLC | 114,072 | $5,018,000 | 1.36% |
| Financial Connections Group, Inc. | 30,572 | $1,344,000 | 1.18% |
| RETIREMENT CAPITAL STRATEGIES | 50,107 | $2,204,000 | 0.99% |
| VERITY Wealth Advisors | 20,919 | $920,000 | 0.89% |
| Leonard Rickey Investment Advisors P.L.L.C. | 45,670 | $2,009,000 | 0.88% |
| Spectrum Planning & Advisory Services Inc. | 15,784 | $694,000 | 0.72% |
| Goodwin Investment Advisory | 18,301 | $805,061,000 | 0.62% |