ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 243 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,268,843 | +1.2% | 53,380 | +1.8% | 0.27% | +5.4% |
| Q2 2023 | $1,253,482 | -0.1% | 52,425 | +0.5% | 0.26% | -7.9% |
| Q1 2023 | $1,254,849 | +115447.8% | 52,155 | +14.1% | 0.28% | +6.9% |
| Q4 2022 | $1,086 | -99.6% | 45,690 | +303.4% | 0.26% | +252.7% |
| Q3 2022 | $266,000 | -2.6% | 11,325 | 0.0% | 0.07% | -2.6% |
| Q2 2022 | $273,000 | +11.0% | 11,325 | +13.5% | 0.08% | +35.7% |
| Q1 2022 | $246,000 | -3.9% | 9,975 | 0.0% | 0.06% | -3.4% |
| Q4 2021 | $256,000 | -0.8% | 9,975 | +0.6% | 0.06% | -7.9% |
| Q3 2021 | $258,000 | +2.0% | 9,915 | +2.1% | 0.06% | +1.6% |
| Q2 2021 | $253,000 | +5.9% | 9,710 | +5.7% | 0.06% | -1.6% |
| Q1 2021 | $239,000 | -0.4% | 9,185 | 0.0% | 0.06% | -6.0% |
| Q4 2020 | $240,000 | +1.3% | 9,185 | +1.2% | 0.07% | +76.3% |
| Q3 2020 | $237,000 | – | 9,080 | – | 0.04% | – |
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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% |