ISHARES TR's ticker is EUSB and the CUSIP is 46436E619. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 4.7%.
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 | 330,485 | $14,072,051 | 11.18% |
| One Wealth Advisors, LLC | 181,931 | $7,746,622 | 1.63% |
| Financial Connections Group, Inc. | 50,498 | $2,150 | 1.41% |
| Affinity Capital Advisors, LLC | 87,928 | $3,743,974 | 1.02% |
| Leonard Rickey Investment Advisors P.L.L.C. | 46,253 | $1,969,452 | 0.74% |
| VERITY Wealth Advisors | 19,320 | $822,646 | 0.74% |
| Horst & Graben Wealth Management LLC | 56,411 | $2,402,000 | 0.57% |
| First Ascent Asset Management, LLC | 74,992 | $3,193,177 | 0.42% |
| SigFig Wealth Management, LLC | 225,922 | $9,597,131 | 0.37% |
| Carr Financial Group Corp | 21,640 | $921,431 | 0.37% |