ISHARES TR's ticker is EUSB and the CUSIP is 46436E619. A total of 84 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
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 | 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% |