ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 239 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $784,000 | -11.7% | 31,813 | -8.1% | 0.04% | -5.3% |
Q4 2021 | $888,000 | -10.4% | 34,633 | -9.2% | 0.04% | -19.1% |
Q3 2021 | $991,000 | -5.1% | 38,140 | -4.8% | 0.05% | -4.1% |
Q2 2021 | $1,044,000 | +39.6% | 40,080 | +39.2% | 0.05% | +19.5% |
Q1 2021 | $748,000 | +13.0% | 28,802 | +13.9% | 0.04% | -29.3% |
Q4 2020 | $662,000 | +0.2% | 25,282 | -0.2% | 0.06% | -7.9% |
Q3 2020 | $661,000 | +22.4% | 25,329 | +21.9% | 0.06% | +23.5% |
Q2 2020 | $540,000 | +7.1% | 20,770 | +2.6% | 0.05% | -15.0% |
Q1 2020 | $504,000 | -16.4% | 20,238 | -14.6% | 0.06% | +11.1% |
Q4 2019 | $603,000 | +68.9% | 23,703 | +68.8% | 0.05% | +54.3% |
Q3 2019 | $357,000 | – | 14,041 | – | 0.04% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Francis Financial, Inc. | 405,128 | $9,747,381 | 6.60% |
First Pacific Financial | 560,686 | $13,490,085 | 6.24% |
Private Ocean, LLC | 1,080,383 | $25,994,017 | 3.46% |
Milestone Investment Advisors LLC | 403,796 | $9,715,323 | 3.00% |
Laurel Wealth Planning LLC | 153,970 | $3,705 | 2.45% |
Braun-Bostich & Associates Inc. | 42,286 | $1,017,401 | 2.41% |
Integris Wealth Management, LLC | 242,027 | $5,823,170 | 2.14% |
Summit Wealth Group, LLC | 2,093,966 | $87 | 2.08% |
IMPACTfolio, LLC | 95,761 | $2,304,010 | 1.93% |
Better Money Decisions, LLC | 83,753 | $2,015,090 | 1.70% |