ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 280 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $953,310 | +1.4% | 40,106 | +2.0% | 0.04% | +5.9% |
| Q2 2023 | $940,562 | -5.1% | 39,338 | -4.5% | 0.03% | -12.8% |
| Q1 2023 | $990,973 | -28.0% | 41,188 | -28.9% | 0.04% | -29.1% |
| Q4 2022 | $1,376,700 | -11.3% | 57,918 | -12.3% | 0.06% | -17.9% |
| Q3 2022 | $1,552,000 | +23.3% | 66,050 | +26.4% | 0.07% | +24.1% |
| Q2 2022 | $1,259,000 | – | 52,258 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 629,824 | $15,059,097 | 6.39% |
| Francis Financial, Inc. | 447,726 | $10,705,125 | 5.78% |
| Milestone Investment Advisors LLC | 383,068 | $9,159,147 | 2.84% |
| Private Ocean, LLC | 889,972 | $21,279,234 | 2.70% |
| Integris Wealth Management, LLC | 253,696 | $6,065,872 | 2.15% |
| IMPACTfolio, LLC | 93,462 | $2,234,676 | 1.78% |
| Better Money Decisions, LLC | 82,454 | $1,971,482 | 1.61% |
| Braun-Bostich & Associates Inc. | 29,917 | $715,315 | 1.53% |
| Opal Wealth Advisors, LLC | 104,467 | $2,497,805 | 1.25% |
| Arlington Financial Advisors, LLC | 129,456 | $3,095,293 | 1.13% |