ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 208 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $261,351 | +22.0% | 10,995 | +22.7% | 0.07% | +23.3% |
| Q2 2023 | $214,234 | -0.6% | 8,960 | 0.0% | 0.06% | -1.6% |
| Q1 2023 | $215,578 | -15.4% | 8,960 | -16.4% | 0.06% | -20.8% |
| Q4 2022 | $254,696 | +9.3% | 10,715 | +8.2% | 0.08% | -2.5% |
| Q3 2022 | $233,000 | +15.3% | 9,905 | +21.0% | 0.08% | +36.2% |
| Q1 2022 | $202,000 | -22.3% | 8,185 | -19.4% | 0.06% | -20.5% |
| Q4 2021 | $260,000 | +12.1% | 10,150 | +13.5% | 0.07% | +2.8% |
| Q1 2021 | $232,000 | – | 8,945 | – | 0.07% | – |
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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% |