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 | $615,713 | -23.3% | 25,903 | -22.9% | 0.01% | -21.4% |
| Q2 2023 | $803,110 | +31.9% | 33,603 | +32.7% | 0.01% | +27.3% |
| Q1 2023 | $608,897 | +1.2% | 25,318 | 0.0% | 0.01% | -8.3% |
| Q4 2022 | $601,808 | -59.7% | 25,318 | -60.2% | 0.01% | -61.3% |
| Q3 2022 | $1,492,000 | -17.2% | 63,545 | -15.0% | 0.03% | -13.9% |
| Q2 2022 | $1,801,000 | -9.8% | 74,768 | -7.8% | 0.04% | +5.9% |
| Q1 2022 | $1,996,000 | -4.0% | 81,087 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $2,079,000 | +18.3% | 81,087 | +19.8% | 0.03% | +6.2% |
| Q3 2021 | $1,758,000 | -0.3% | 67,711 | 0.0% | 0.03% | +3.2% |
| Q2 2021 | $1,763,000 | +67.1% | 67,711 | +66.7% | 0.03% | +55.0% |
| Q1 2021 | $1,055,000 | +22.4% | 40,611 | +23.4% | 0.02% | +11.1% |
| Q4 2020 | $862,000 | +23.1% | 32,911 | +22.8% | 0.02% | +5.9% |
| Q3 2020 | $700,000 | +0.4% | 26,811 | 0.0% | 0.02% | -10.5% |
| Q2 2020 | $697,000 | +4.3% | 26,811 | 0.0% | 0.02% | -13.6% |
| Q1 2020 | $668,000 | +104.9% | 26,811 | +109.3% | 0.02% | +144.4% |
| Q4 2019 | $326,000 | 0.0% | 12,811 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $326,000 | -28.4% | 12,811 | -28.6% | 0.01% | -30.8% |
| Q2 2019 | $455,000 | +1.3% | 17,951 | 0.0% | 0.01% | -7.1% |
| Q1 2019 | $449,000 | +2.3% | 17,951 | 0.0% | 0.01% | -6.7% |
| Q4 2018 | $439,000 | -0.5% | 17,951 | 0.0% | 0.02% | +7.1% |
| Q3 2018 | $441,000 | +0.2% | 17,951 | 0.0% | 0.01% | -6.7% |
| Q2 2018 | $440,000 | +112.6% | 17,951 | +113.7% | 0.02% | +114.3% |
| Q1 2018 | $207,000 | -1.4% | 8,400 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $210,000 | – | 8,400 | – | 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% |