ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 125 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,245,569 | -7.5% | 52,401 | -7.0% | 0.00% | 0.0% |
| Q2 2023 | $1,346,771 | -5.5% | 56,327 | -4.9% | 0.00% | 0.0% |
| Q1 2023 | $1,424,728 | -34.5% | 59,216 | -35.3% | 0.00% | -50.0% |
| Q4 2022 | $2,175,617 | -46.6% | 91,529 | -47.2% | 0.00% | -50.0% |
| Q3 2022 | $4,072,000 | -13.6% | 173,357 | -11.4% | 0.00% | -20.0% |
| Q2 2022 | $4,714,000 | +15.8% | 195,699 | +18.4% | 0.01% | +66.7% |
| Q1 2022 | $4,072,000 | +203.7% | 165,340 | +216.3% | 0.00% | +200.0% |
| Q4 2021 | $1,341,000 | -36.3% | 52,280 | -35.5% | 0.00% | -50.0% |
| Q3 2021 | $2,106,000 | +0.4% | 81,075 | +0.6% | 0.00% | 0.0% |
| Q2 2021 | $2,098,000 | +38.5% | 80,553 | +38.1% | 0.00% | 0.0% |
| Q1 2021 | $1,515,000 | +8.7% | 58,317 | +9.6% | 0.00% | 0.0% |
| Q4 2020 | $1,394,000 | +8.6% | 53,233 | +8.2% | 0.00% | 0.0% |
| Q3 2020 | $1,284,000 | +21.0% | 49,190 | +20.5% | 0.00% | +100.0% |
| Q2 2020 | $1,061,000 | +75.4% | 40,807 | +68.0% | 0.00% | 0.0% |
| Q1 2020 | $605,000 | -84.4% | 24,290 | -84.1% | 0.00% | -80.0% |
| Q4 2019 | $3,883,000 | -1.3% | 152,703 | -1.2% | 0.01% | 0.0% |
| Q3 2019 | $3,935,000 | +2.5% | 154,618 | +2.1% | 0.01% | -16.7% |
| Q2 2019 | $3,838,000 | +8.4% | 151,498 | +7.1% | 0.01% | +20.0% |
| Q1 2019 | $3,540,000 | – | 141,472 | – | 0.01% | – |
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% |