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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,314,676 | -4.5% | 32,183 | -0.4% | 0.27% | -3.9% |
| Q2 2023 | $1,375,930 | +35.0% | 32,314 | +37.0% | 0.28% | +26.7% |
| Q1 2023 | $1,019,536 | +1.7% | 23,584 | -0.7% | 0.22% | -3.4% |
| Q4 2022 | $1,002,419 | +17.2% | 23,754 | +16.2% | 0.23% | +8.4% |
| Q3 2022 | $855,000 | +25.2% | 20,442 | +31.7% | 0.22% | +28.7% |
| Q2 2022 | $683,000 | +68.6% | 15,524 | +78.3% | 0.17% | +60.6% |
| Q1 2022 | $405,000 | +29.4% | 8,709 | +37.7% | 0.10% | +25.3% |
| Q4 2021 | $313,000 | – | 6,324 | – | 0.08% | – |
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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% |