ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 263 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $739,247 | -0.5% | 31,100 | +0.1% | 0.05% | 0.0% |
| Q2 2023 | $743,003 | -0.6% | 31,075 | 0.0% | 0.05% | -4.1% |
| Q1 2023 | $747,664 | +3.2% | 31,075 | +2.0% | 0.05% | -2.0% |
| Q4 2022 | $724,391 | +1.9% | 30,475 | +0.7% | 0.05% | -2.0% |
| Q3 2022 | $711,000 | +2.0% | 30,275 | +4.6% | 0.05% | +6.2% |
| Q2 2022 | $697,000 | -2.2% | 28,950 | 0.0% | 0.05% | +9.1% |
| Q1 2022 | $713,000 | -3.9% | 28,950 | 0.0% | 0.04% | -8.3% |
| Q4 2021 | $742,000 | +1.0% | 28,950 | +2.2% | 0.05% | -4.0% |
| Q3 2021 | $735,000 | -0.3% | 28,325 | 0.0% | 0.05% | -2.0% |
| Q2 2021 | $737,000 | +3.2% | 28,325 | +2.9% | 0.05% | +96.2% |
| Q1 2021 | $714,000 | -0.8% | 27,525 | 0.0% | 0.03% | -13.3% |
| Q4 2020 | $720,000 | +0.3% | 27,525 | 0.0% | 0.03% | -11.8% |
| Q3 2020 | $718,000 | +0.4% | 27,525 | 0.0% | 0.03% | -2.9% |
| Q2 2020 | $715,000 | +14.2% | 27,525 | +9.6% | 0.04% | -5.4% |
| Q1 2020 | $626,000 | +3.1% | 25,125 | +5.1% | 0.04% | +23.3% |
| Q4 2019 | $607,000 | – | 23,900 | – | 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% |