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 | $2,103 | -2.2% | 51,501 | +2.0% | 2.59% | +84.0% |
| Q2 2023 | $2,150 | +20.3% | 50,498 | +22.1% | 1.41% | +11.1% |
| Q1 2023 | $1,787 | +4.8% | 41,359 | +2.3% | 1.27% | -5.6% |
| Q4 2022 | $1,705 | -99.9% | 40,417 | +14.0% | 1.34% | +7.4% |
| Q3 2022 | $1,483,000 | +10.3% | 35,448 | +15.9% | 1.25% | +5.7% |
| Q2 2022 | $1,344,000 | -0.5% | 30,572 | +5.1% | 1.18% | -12.9% |
| Q1 2022 | $1,351,000 | -1.3% | 29,081 | +5.0% | 1.36% | +0.8% |
| Q4 2021 | $1,369,000 | – | 27,704 | – | 1.35% | – |
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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% |