ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 91 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,710,000 | +0.6% | 618,851 | +1.2% | 0.00% | 0.0% |
| Q2 2023 | $14,621,000 | -1.3% | 611,513 | -0.7% | 0.00% | 0.0% |
| Q1 2023 | $14,816,000 | -1.5% | 615,818 | -2.7% | 0.00% | 0.0% |
| Q4 2022 | $15,042,000 | +10.9% | 632,831 | +9.6% | 0.00% | 0.0% |
| Q3 2022 | $13,564,000 | -2.0% | 577,440 | +0.5% | 0.00% | 0.0% |
| Q2 2022 | $13,835,000 | +2.8% | 574,308 | +5.2% | 0.00% | +33.3% |
| Q1 2022 | $13,452,000 | +11.8% | 546,123 | +16.5% | 0.00% | 0.0% |
| Q4 2021 | $12,029,000 | +14.7% | 468,953 | +16.1% | 0.00% | 0.0% |
| Q3 2021 | $10,490,000 | +5.8% | 403,769 | +6.0% | 0.00% | 0.0% |
| Q2 2021 | $9,918,000 | +7.4% | 380,890 | +7.1% | 0.00% | 0.0% |
| Q1 2021 | $9,238,000 | +18.1% | 355,680 | +19.0% | 0.00% | +50.0% |
| Q4 2020 | $7,823,000 | +12.4% | 298,818 | +12.1% | 0.00% | 0.0% |
| Q3 2020 | $6,959,000 | +6.0% | 266,589 | +5.6% | 0.00% | -33.3% |
| Q2 2020 | $6,568,000 | +37.3% | 252,511 | +31.5% | 0.00% | +50.0% |
| Q1 2020 | $4,785,000 | +13.9% | 192,050 | +16.3% | 0.00% | 0.0% |
| Q4 2019 | $4,201,000 | +215.6% | 165,157 | +215.6% | 0.00% | +100.0% |
| Q3 2019 | $1,331,000 | +75.6% | 52,325 | +75.0% | 0.00% | – |
| Q2 2019 | $758,000 | +14.7% | 29,900 | +13.3% | 0.00% | – |
| Q1 2019 | $661,000 | +86.7% | 26,384 | +82.5% | 0.00% | – |
| Q4 2018 | $354,000 | +742.9% | 14,458 | +745.0% | 0.00% | – |
| Q3 2018 | $42,000 | 0.0% | 1,711 | 0.0% | 0.00% | – |
| Q2 2018 | $42,000 | +500.0% | 1,711 | +548.1% | 0.00% | – |
| Q1 2018 | $7,000 | – | 264 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 665,639 | $15,822,234 | 7.05% |
| Francis Financial, Inc. | 473,616 | $11,257,850 | 5.87% |
| LFA - Lugano Financial Advisors SA | 162,090 | $3,852,879 | 3.30% |
| Milestone Investment Advisors LLC | 371,670 | $8,834,601 | 2.51% |
| Private Ocean, LLC | 766,136 | $18,211,052 | 2.31% |
| Integris Wealth Management, LLC | 251,959 | $5,989,067 | 1.96% |
| Summit Wealth Group, LLC | 85,794 | $2,039 | 1.82% |
| Better Money Decisions, LLC | 82,955 | $1,971,843 | 1.74% |
| IMPACTfolio, LLC | 95,659 | $2,273,814 | 1.64% |
| Arlington Financial Advisors, LLC | 125,721 | $2,988,388 | 1.06% |