ISHARES TR's ticker is EUSB and the CUSIP is 46436E619. A total of 52 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,191 | +15.7% | 29,161 | +20.7% | 0.00% | 0.0% |
| Q2 2023 | $1,029 | +6.3% | 24,167 | +7.9% | 0.00% | 0.0% |
| Q1 2023 | $968 | -44.0% | 22,396 | -45.3% | 0.00% | -50.0% |
| Q4 2022 | $1,728 | -99.9% | 40,959 | -4.8% | 0.00% | -20.0% |
| Q3 2022 | $1,799,000 | -9.1% | 43,020 | -4.4% | 0.01% | 0.0% |
| Q2 2022 | $1,980,000 | +51.7% | 45,011 | +60.2% | 0.01% | +66.7% |
| Q1 2022 | $1,305,000 | -1.4% | 28,091 | +4.8% | 0.00% | 0.0% |
| Q4 2021 | $1,324,000 | +22.8% | 26,799 | +23.2% | 0.00% | 0.0% |
| Q3 2021 | $1,078,000 | +55.6% | 21,745 | +55.8% | 0.00% | +50.0% |
| Q2 2021 | $693,000 | +61.9% | 13,959 | +59.8% | 0.00% | +100.0% |
| Q1 2021 | $428,000 | +13.2% | 8,736 | +16.9% | 0.00% | 0.0% |
| Q4 2020 | $378,000 | – | 7,475 | – | 0.00% | – |
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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% |