ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 242 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $386,455 | -36.5% | 16,260 | -36.2% | 0.07% | -36.1% |
| Q2 2023 | $608,916 | -0.6% | 25,467 | 0.0% | 0.11% | -9.2% |
| Q1 2023 | $612,736 | +0.8% | 25,467 | -0.4% | 0.12% | -7.8% |
| Q4 2022 | $607,847 | -2.1% | 25,572 | -3.3% | 0.13% | -12.8% |
| Q3 2022 | $621,000 | -4.5% | 26,449 | -1.9% | 0.15% | -4.5% |
| Q2 2022 | $650,000 | -29.0% | 26,972 | -27.5% | 0.16% | -15.8% |
| Q1 2022 | $916,000 | -10.4% | 37,210 | -6.6% | 0.18% | -10.2% |
| Q4 2021 | $1,022,000 | +1.2% | 39,850 | +2.5% | 0.20% | -34.5% |
| Q3 2021 | $1,010,000 | +3.7% | 38,879 | +3.9% | 0.31% | +9.1% |
| Q2 2021 | $974,000 | +10.4% | 37,414 | +10.2% | 0.29% | -10.9% |
| Q1 2021 | $882,000 | +150.6% | 33,958 | +152.9% | 0.32% | +133.3% |
| Q4 2020 | $352,000 | – | 13,430 | – | 0.14% | – |
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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% |