ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 242 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,317,828 | +5.3% | 392,000 | +5.9% | 0.26% | +7.1% |
| Q2 2023 | $8,847,119 | -0.9% | 370,018 | -0.2% | 0.24% | -17.2% |
| Q1 2023 | $8,924,107 | +3.4% | 370,911 | +2.1% | 0.29% | -7.3% |
| Q4 2022 | $8,631,802 | +7.0% | 363,139 | +5.8% | 0.31% | 0.0% |
| Q3 2022 | $8,065,000 | -3.4% | 343,353 | -0.9% | 0.31% | +2.6% |
| Q2 2022 | $8,348,000 | +2.9% | 346,538 | +5.2% | 0.31% | +18.1% |
| Q1 2022 | $8,114,000 | +34.1% | 329,450 | +39.6% | 0.26% | +39.2% |
| Q4 2021 | $6,051,000 | +14.8% | 235,924 | +16.3% | 0.19% | +3.9% |
| Q3 2021 | $5,269,000 | +28.9% | 202,804 | +29.2% | 0.18% | +27.0% |
| Q2 2021 | $4,087,000 | – | 156,951 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 367,192 | $9,044,000 | 4.65% |
| Private Ocean, LLC | 1,131,724 | $27,874,000 | 3.48% |
| Laurel Wealth Planning LLC | 143,915 | $3,545,000 | 2.39% |
| Braun-Bostich & Associates Inc. | 43,415 | $1,069,000 | 2.30% |
| Stewardship Advisors, LLC | 224,767 | $5,536,000 | 2.04% |
| Summit Wealth Group, LLC | 72,829 | $1,794,000 | 1.88% |
| IMPACTfolio, LLC | 91,101 | $2,244,000 | 1.67% |
| Evergreen Wealth Solutions, LLC | 58,973 | $1,453,000 | 1.41% |
| Affinity Capital Advisors, LLC | 179,518 | $4,422,000 | 1.38% |
| Arlington Financial Advisors, LLC | 145,302 | $3,579,000 | 1.36% |