ISHARES TR's ticker is EUSB and the CUSIP is 46436E619. A total of 108 filers reported holding ISHARES TR in Q1 2022. 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 | 337,237 | $14,578,756 | 12.20% |
| One Wealth Advisors, LLC | 185,770 | $8,030,837 | 1.86% |
| Financial Connections Group, Inc. | 41,359 | $1,787 | 1.27% |
| Sharkey, Howes & Javer | 111,509 | $4,820,534 | 1.03% |
| Leonard Rickey Investment Advisors P.L.L.C. | 46,713 | $2,019,385 | 0.79% |
| VERITY Wealth Advisors | 19,320 | $835,204 | 0.77% |
| Horst & Graben Wealth Management LLC | 54,749 | $2,367,000 | 0.59% |
| SigFig Wealth Management, LLC | 184,520 | $7,976,771 | 0.44% |
| Carr Financial Group Corp | 21,537 | $931,045 | 0.41% |
| First Ascent Asset Management, LLC | 59,701 | $2,580,857 | 0.38% |