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 | $4,222,338 | +3.0% | 103,362 | +7.3% | 0.01% | 0.0% |
| Q2 2023 | $4,101,093 | +4.4% | 96,315 | +6.0% | 0.01% | +16.7% |
| Q1 2023 | $3,927,359 | +17.9% | 90,848 | +15.1% | 0.01% | 0.0% |
| Q4 2022 | $3,330,551 | +43.8% | 78,923 | +42.6% | 0.01% | +50.0% |
| Q3 2022 | $2,316,000 | +56.5% | 55,361 | +64.0% | 0.00% | +33.3% |
| Q2 2022 | $1,480,000 | +30.6% | 33,759 | +36.8% | 0.00% | +50.0% |
| Q1 2022 | $1,133,000 | +186.8% | 24,679 | +209.1% | 0.00% | +100.0% |
| Q4 2021 | $395,000 | – | 7,984 | – | 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% |