ISHARES TR's ticker is EUSB and the CUSIP is 46436E619. A total of 126 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $37,132 | +4.0% | 909 | +8.5% | 0.02% | +15.4% |
| Q2 2023 | $35,690 | -2.2% | 838 | -0.8% | 0.01% | -18.8% |
| Q1 2023 | $36,510 | -84.8% | 845 | -85.2% | 0.02% | -88.2% |
| Q4 2022 | $240,477 | -36.9% | 5,699 | -37.4% | 0.14% | -44.7% |
| Q3 2022 | $381,000 | -17.5% | 9,098 | -13.4% | 0.25% | -8.6% |
| Q2 2022 | $462,000 | -14.6% | 10,508 | -10.7% | 0.27% | -25.7% |
| Q1 2022 | $541,000 | -79.4% | 11,761 | -77.9% | 0.36% | +92.6% |
| Q4 2021 | $2,630,000 | – | 53,240 | – | 0.19% | – |
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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% |