ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 208 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,288,148 | +1.6% | 53,539 | +0.4% | 0.30% | 0.0% |
| Q4 2022 | $1,267,369 | -1.2% | 53,318 | -2.4% | 0.30% | -4.5% |
| Q3 2022 | $1,283,000 | -2.5% | 54,618 | 0.0% | 0.31% | +7.3% |
| Q2 2022 | $1,316,000 | -2.2% | 54,618 | 0.0% | 0.29% | +12.9% |
| Q1 2022 | $1,345,000 | -4.0% | 54,618 | 0.0% | 0.26% | +6.2% |
| Q4 2021 | $1,401,000 | +2.1% | 54,618 | +3.4% | 0.24% | -8.7% |
| Q3 2021 | $1,372,000 | +17.0% | 52,828 | +17.3% | 0.26% | +14.3% |
| Q2 2021 | $1,173,000 | +8.1% | 45,041 | +7.8% | 0.23% | -1.3% |
| Q1 2021 | $1,085,000 | +7.9% | 41,771 | +8.7% | 0.23% | -0.4% |
| Q4 2020 | $1,006,000 | +2.3% | 38,426 | +2.0% | 0.23% | -9.7% |
| Q3 2020 | $983,000 | +8.6% | 37,656 | +8.2% | 0.26% | +1.6% |
| Q2 2020 | $905,000 | +1.9% | 34,791 | -2.3% | 0.26% | -13.9% |
| Q1 2020 | $888,000 | -2.0% | 35,620 | 0.0% | 0.30% | +15.6% |
| Q4 2019 | $906,000 | +33.2% | 35,620 | +33.3% | 0.26% | +23.1% |
| Q3 2019 | $680,000 | +471.4% | 26,730 | +461.0% | 0.21% | +447.4% |
| Q1 2019 | $119,000 | – | 4,765 | – | 0.04% | – |
Download | ||||||
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% |