ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 178 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| Francis Financial, Inc. | 405,128 | $9,747,381 | 6.60% |
| First Pacific Financial | 560,686 | $13,490,085 | 6.24% |
| Private Ocean, LLC | 1,080,383 | $25,994,017 | 3.46% |
| Milestone Investment Advisors LLC | 403,796 | $9,715,323 | 3.00% |
| Laurel Wealth Planning LLC | 153,970 | $3,705 | 2.45% |
| Braun-Bostich & Associates Inc. | 42,286 | $1,017,401 | 2.41% |
| Integris Wealth Management, LLC | 242,027 | $5,823,170 | 2.14% |
| Summit Wealth Group, LLC | 2,093,966 | $87 | 2.08% |
| IMPACTfolio, LLC | 95,761 | $2,304,010 | 1.93% |
| Better Money Decisions, LLC | 83,753 | $2,015,090 | 1.70% |