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 | $8,182,530 | +1.9% | 344,238 | +2.5% | 0.32% | +6.4% |
| Q2 2023 | $8,026,567 | -1.5% | 335,699 | -0.9% | 0.30% | -3.2% |
| Q1 2023 | $8,147,952 | +5.8% | 338,651 | +4.6% | 0.31% | +1.0% |
| Q4 2022 | $7,698,846 | +2.5% | 323,889 | +1.3% | 0.31% | -3.2% |
| Q3 2022 | $7,514,000 | +3.7% | 319,884 | +6.4% | 0.32% | +8.2% |
| Q2 2022 | $7,244,000 | +88.0% | 300,705 | +92.2% | 0.29% | +104.2% |
| Q1 2022 | $3,853,000 | – | 156,417 | – | 0.14% | – |
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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% |