ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 263 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 | $512,053 | -39.9% | 21,542 | -39.5% | 0.02% | -38.2% |
| Q2 2023 | $851,531 | -26.5% | 35,614 | -26.0% | 0.03% | -27.7% |
| Q1 2023 | $1,157,888 | +4.5% | 48,125 | +3.2% | 0.05% | +6.8% |
| Q4 2022 | $1,108,371 | +26.5% | 46,629 | +25.0% | 0.04% | +12.8% |
| Q3 2022 | $876,000 | -17.7% | 37,303 | -15.5% | 0.04% | -13.3% |
| Q2 2022 | $1,064,000 | -1.0% | 44,169 | +1.2% | 0.04% | +4.7% |
| Q1 2022 | $1,075,000 | – | 43,633 | – | 0.04% | – |
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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% |