ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 248 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $8,373,597 | -0.3% | 341,919 | -0.3% | 0.34% | -3.4% |
| Q1 2024 | $8,399,012 | +76.7% | 343,097 | +76.7% | 0.35% | +62.0% |
| Q4 2023 | $4,754,577 | +5.1% | 194,223 | +2.0% | 0.22% | -4.0% |
| Q3 2023 | $4,525,857 | +1.5% | 190,402 | +2.1% | 0.22% | +6.1% |
| Q2 2023 | $4,461,005 | -1.4% | 186,575 | -0.8% | 0.21% | -6.6% |
| Q1 2023 | $4,523,737 | +18.6% | 188,019 | +17.2% | 0.23% | +11.8% |
| Q4 2022 | $3,812,823 | -1.3% | 160,405 | -2.4% | 0.20% | -7.7% |
| Q3 2022 | $3,862,000 | -0.4% | 164,400 | +2.1% | 0.22% | +6.8% |
| Q2 2022 | $3,877,000 | +4.5% | 160,948 | +6.9% | 0.21% | +19.8% |
| Q1 2022 | $3,709,000 | +3.5% | 150,570 | +7.8% | 0.17% | +10.3% |
| Q4 2021 | $3,583,000 | +7.0% | 139,695 | +8.3% | 0.16% | -3.7% |
| Q3 2021 | $3,350,000 | -1.4% | 128,931 | -1.2% | 0.16% | -3.0% |
| Q2 2021 | $3,399,000 | +9.8% | 130,540 | +9.5% | 0.17% | 0.0% |
| Q1 2021 | $3,097,000 | +66.4% | 119,247 | +67.8% | 0.17% | +60.6% |
| Q4 2020 | $1,861,000 | +2.0% | 71,077 | +1.7% | 0.10% | -7.1% |
| Q3 2020 | $1,824,000 | +79.2% | 69,869 | +71.7% | 0.11% | +64.7% |
| Q1 2019 | $1,018,000 | – | 40,692 | – | 0.07% | – |
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% |