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 | $217,871 | -3.3% | 5,333 | +0.8% | 0.19% | +1.0% |
| Q2 2023 | $225,325 | -22.3% | 5,292 | -21.1% | 0.19% | -46.7% |
| Q1 2023 | $289,814 | -7.4% | 6,704 | -9.6% | 0.36% | -17.2% |
| Q4 2022 | $313,082 | +0.7% | 7,419 | 0.0% | 0.44% | -14.7% |
| Q3 2022 | $311,000 | -4.6% | 7,419 | 0.0% | 0.51% | +63.5% |
| Q2 2022 | $326,000 | +1.6% | 7,419 | +7.5% | 0.31% | +15.1% |
| Q1 2022 | $321,000 | -5.9% | 6,899 | 0.0% | 0.27% | -15.6% |
| Q4 2021 | $341,000 | – | 6,899 | – | 0.32% | – |
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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% |