ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 54 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $162,000 | -20.2% | 6,447 | -19.0% | 0.00% | 0.0% |
| Q3 2019 | $203,000 | +55.0% | 7,962 | +53.6% | 0.00% | 0.0% |
| Q2 2019 | $131,000 | +3.1% | 5,182 | +2.2% | 0.00% | 0.0% |
| Q1 2019 | $127,000 | +2.4% | 5,069 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $124,000 | +37.8% | 5,069 | +38.2% | 0.00% | 0.0% |
| Q3 2018 | $90,000 | +542.9% | 3,669 | +548.2% | 0.00% | – |
| Q2 2018 | $14,000 | 0.0% | 566 | 0.0% | 0.00% | – |
| Q1 2018 | $14,000 | +7.7% | 566 | +6.6% | 0.00% | – |
| Q4 2017 | $13,000 | 0.0% | 531 | 0.0% | 0.00% | – |
| Q3 2017 | $13,000 | – | 531 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 367,192 | $9,044,000 | 4.65% |
| Private Ocean, LLC | 1,131,724 | $27,874,000 | 3.48% |
| Laurel Wealth Planning LLC | 143,915 | $3,545,000 | 2.39% |
| Braun-Bostich & Associates Inc. | 43,415 | $1,069,000 | 2.30% |
| Stewardship Advisors, LLC | 224,767 | $5,536,000 | 2.04% |
| Summit Wealth Group, LLC | 72,829 | $1,794,000 | 1.88% |
| IMPACTfolio, LLC | 91,101 | $2,244,000 | 1.67% |
| Evergreen Wealth Solutions, LLC | 58,973 | $1,453,000 | 1.41% |
| Affinity Capital Advisors, LLC | 179,518 | $4,422,000 | 1.38% |
| Arlington Financial Advisors, LLC | 145,302 | $3,579,000 | 1.36% |