ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 243 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $777,802 | -0.8% | 32,722 | -0.2% | 0.07% | +4.3% |
| Q2 2023 | $784,057 | +0.2% | 32,792 | +0.8% | 0.07% | -4.2% |
| Q1 2023 | $782,528 | +0.3% | 32,524 | -0.9% | 0.07% | -4.0% |
| Q4 2022 | $779,965 | +12.9% | 32,813 | +11.5% | 0.08% | +5.6% |
| Q3 2022 | $691,000 | -21.1% | 29,431 | -19.1% | 0.07% | -18.4% |
| Q2 2022 | $876,000 | -2.6% | 36,381 | -0.3% | 0.09% | +13.0% |
| Q1 2022 | $899,000 | -3.7% | 36,481 | +0.2% | 0.08% | +4.1% |
| Q4 2021 | $934,000 | -1.2% | 36,396 | +0.0% | 0.07% | -10.8% |
| Q3 2021 | $945,000 | +2.1% | 36,391 | +2.4% | 0.08% | +3.8% |
| Q2 2021 | $926,000 | +221.5% | 35,551 | +223.4% | 0.08% | +185.7% |
| Q4 2020 | $288,000 | – | 10,993 | – | 0.03% | – |
Download | ||||||
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% |