ISHARES TR's ticker is EUSB and the CUSIP is 46436E619. A total of 128 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $394,895 | +0.7% | 9,667 | +4.9% | 0.03% | +22.2% |
Q2 2023 | $392,291 | +1.4% | 9,213 | +3.0% | 0.03% | -3.6% |
Q1 2023 | $386,823 | -35.0% | 8,948 | -36.6% | 0.03% | -34.9% |
Q4 2022 | $595,147 | +6.8% | 14,103 | +6.0% | 0.04% | -6.5% |
Q3 2022 | $557,000 | +64.3% | 13,302 | +72.7% | 0.05% | +76.9% |
Q2 2022 | $339,000 | – | 7,701 | – | 0.03% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
One Wealth Advisors, LLC | 32,420 | $1,642,000 | 0.89% |
Horst & Graben Wealth Management LLC | 27,403 | $1,388,000 | 0.48% |
Spectrum Planning & Advisory Services Inc. | 5,946 | $301,000 | 0.32% |
WEALTHSOURCE PARTNERS, LLC | 53,714 | $2,720,000 | 0.32% |
Castle Rock Wealth Management, LLC | 13,075 | $658,000 | 0.27% |
Patriot Financial Group Insurance Agency, LLC | 19,771 | $1,001,000 | 0.25% |
Sharkey, Howes & Javer | 14,087 | $713,000 | 0.24% |
55I, LLC | 60,315 | $3,054,000 | 0.23% |
Austin Private Wealth, LLC | 11,003 | $557,000 | 0.16% |
Goodwin Investment Advisory | 1,871 | $94,000 | 0.12% |