ISHARES TR's ticker is EUSB and the CUSIP is 46436E619. A total of 126 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $69,608 | -3.7% | 1,704 | +0.4% | 0.00% | – |
| Q2 2023 | $72,258 | -7.0% | 1,697 | -5.6% | 0.00% | – |
| Q1 2023 | $77,728 | -47.1% | 1,798 | -48.4% | 0.00% | – |
| Q4 2022 | $147,067 | -3.9% | 3,485 | -4.5% | 0.00% | – |
| Q3 2022 | $153,000 | +13.3% | 3,648 | +18.8% | 0.00% | – |
| Q2 2022 | $135,000 | +264.9% | 3,070 | +283.8% | 0.00% | – |
| Q1 2022 | $37,000 | – | 800 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 306,587 | $14,247,000 | 10.61% |
| One Wealth Advisors, LLC | 297,258 | $13,814,000 | 3.38% |
| Sharkey, Howes & Javer | 165,945 | $7,711,000 | 1.76% |
| Financial Connections Group, Inc. | 29,081 | $1,351,000 | 1.36% |
| Horst & Graben Wealth Management LLC | 108,989 | $5,065,000 | 1.24% |
| Leonard Rickey Investment Advisors P.L.L.C. | 53,850 | $2,502,000 | 0.95% |
| RETIREMENT CAPITAL STRATEGIES | 50,913 | $2,307,000 | 0.92% |
| Spectrum Planning & Advisory Services Inc. | 15,599 | $725,000 | 0.66% |
| VERITY Wealth Advisors | 13,161 | $612,000 | 0.54% |
| 55I, LLC | 490,331 | $22,786,000 | 0.54% |