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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $605,000 | -40.3% | 13,755 | -37.0% | 0.19% | -29.5% |
| Q1 2022 | $1,014,000 | +66.0% | 21,830 | +76.6% | 0.28% | +64.7% |
| Q4 2021 | $611,000 | 0.0% | 12,358 | 0.0% | 0.17% | -2.3% |
| Q3 2021 | $611,000 | -0.5% | 12,358 | 0.0% | 0.17% | -5.5% |
| Q2 2021 | $614,000 | +0.8% | 12,358 | 0.0% | 0.18% | +57.4% |
| Q1 2021 | $609,000 | – | 12,358 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 306,587 | $14,247,000 | 10.61% |
| One Wealth Advisors, LLC | 297,258 | $13,814,000 | 3.38% |
| Sharkey, Howes & Javer | 165,945 | $7,711,000 | 1.76% |
| Financial Connections Group, Inc. | 29,081 | $1,351,000 | 1.36% |
| Horst & Graben Wealth Management LLC | 108,989 | $5,065,000 | 1.24% |
| Leonard Rickey Investment Advisors P.L.L.C. | 53,850 | $2,502,000 | 0.95% |
| RETIREMENT CAPITAL STRATEGIES | 50,913 | $2,307,000 | 0.92% |
| Spectrum Planning & Advisory Services Inc. | 15,599 | $725,000 | 0.66% |
| VERITY Wealth Advisors | 13,161 | $612,000 | 0.54% |
| 55I, LLC | 490,331 | $22,786,000 | 0.54% |