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 | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |