ISHARES TR's ticker is EUSB and the CUSIP is 46436E619. A total of 126 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,265 | -1.4% | 594 | +2.8% | 0.00% | – |
| Q2 2023 | $24,611 | -21.6% | 578 | -20.4% | 0.00% | – |
| Q1 2023 | $31,385 | +5.8% | 726 | +3.3% | 0.00% | – |
| Q4 2022 | $29,667 | +2.3% | 703 | 0.0% | 0.00% | – |
| Q3 2022 | $29,000 | +7.4% | 703 | +15.1% | 0.00% | – |
| Q2 2022 | $27,000 | +8.0% | 611 | +14.2% | 0.00% | – |
| Q1 2022 | $25,000 | – | 535 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 334,088 | $13,978,000 | 13.64% |
| One Wealth Advisors, LLC | 301,499 | $12,615,000 | 4.13% |
| Sharkey, Howes & Javer | 151,885 | $6,355,000 | 1.38% |
| Horst & Graben Wealth Management LLC | 111,444 | $4,663,000 | 1.32% |
| Financial Connections Group, Inc. | 35,448 | $1,483,000 | 1.25% |
| VERITY Wealth Advisors | 20,919 | $875,000 | 0.90% |
| Leonard Rickey Investment Advisors P.L.L.C. | 45,265 | $1,894,000 | 0.89% |
| Spectrum Planning & Advisory Services Inc. | 14,141 | $592,000 | 0.60% |
| Fulcrum Capital LLC | 44,940 | $1,880,000 | 0.56% |
| DHK Financial Advisors, Inc. | 7,419 | $311,000 | 0.51% |