ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 216 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $335,347 | +35.5% | 14,108 | +36.3% | 0.00% | 0.0% |
| Q2 2023 | $247,516 | +74.7% | 10,352 | +75.8% | 0.00% | 0.0% |
| Q1 2023 | $141,689 | -64.1% | 5,889 | -64.5% | 0.00% | -50.0% |
| Q4 2022 | $394,487 | +286.8% | 16,596 | +282.8% | 0.00% | – |
| Q3 2022 | $102,000 | +37.8% | 4,335 | +41.3% | 0.00% | – |
| Q2 2022 | $74,000 | -3.9% | 3,069 | -2.4% | 0.00% | – |
| Q1 2022 | $77,000 | 0.0% | 3,144 | +5.3% | 0.00% | – |
| Q4 2021 | $77,000 | -1.3% | 2,987 | 0.0% | 0.00% | – |
| Q3 2021 | $78,000 | 0.0% | 2,987 | 0.0% | 0.00% | – |
| Q2 2021 | $78,000 | -17.0% | 2,987 | -17.4% | 0.00% | – |
| Q1 2021 | $94,000 | +14.6% | 3,615 | +15.6% | 0.00% | – |
| Q4 2020 | $82,000 | 0.0% | 3,126 | 0.0% | 0.00% | -100.0% |
| Q3 2020 | $82,000 | -15.5% | 3,126 | -16.3% | 0.00% | 0.0% |
| Q2 2020 | $97,000 | +61.7% | 3,736 | +54.7% | 0.00% | 0.0% |
| Q1 2020 | $60,000 | +71.4% | 2,415 | +73.7% | 0.00% | – |
| Q4 2019 | $35,000 | +133.3% | 1,390 | +135.2% | 0.00% | – |
| Q3 2019 | $15,000 | – | 591 | – | 0.00% | – |
Download | ||||||
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% |