ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 178 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,794,223 | -17.3% | 622,391 | -16.8% | 0.01% | -12.5% |
| Q2 2023 | $17,892,684 | -17.5% | 748,335 | -17.0% | 0.01% | -20.0% |
| Q1 2023 | $21,696,685 | -53.6% | 901,774 | -54.2% | 0.01% | -58.3% |
| Q4 2022 | $46,778,388 | +71.6% | 1,967,959 | +69.6% | 0.02% | +50.0% |
| Q3 2022 | $27,253,000 | -15.2% | 1,160,187 | -13.1% | 0.02% | -11.1% |
| Q2 2022 | $32,144,000 | -26.7% | 1,334,323 | -25.1% | 0.02% | -18.2% |
| Q1 2022 | $43,871,000 | -48.8% | 1,781,190 | -46.7% | 0.02% | -47.6% |
| Q4 2021 | $85,658,000 | -29.9% | 3,339,500 | -29.0% | 0.04% | -37.3% |
| Q3 2021 | $122,131,000 | -32.8% | 4,700,973 | -32.7% | 0.07% | -35.0% |
| Q2 2021 | $181,867,000 | +148.2% | 6,984,136 | +147.6% | 0.10% | +114.6% |
| Q1 2021 | $73,263,000 | +68.5% | 2,820,505 | +69.9% | 0.05% | +45.5% |
| Q4 2020 | $43,469,000 | -5.3% | 1,660,402 | -5.5% | 0.03% | -19.5% |
| Q3 2020 | $45,879,000 | +0.5% | 1,757,466 | +0.1% | 0.04% | -8.9% |
| Q2 2020 | $45,662,000 | +18.6% | 1,755,555 | +13.6% | 0.04% | -2.2% |
| Q1 2020 | $38,497,000 | +721.4% | 1,544,807 | +738.1% | 0.05% | +820.0% |
| Q4 2019 | $4,687,000 | +9.3% | 184,314 | +9.4% | 0.01% | 0.0% |
| Q3 2019 | $4,288,000 | +16.3% | 168,476 | +15.8% | 0.01% | 0.0% |
| Q2 2019 | $3,686,000 | +21.9% | 145,496 | +20.4% | 0.01% | +25.0% |
| Q1 2019 | $3,024,000 | +539.3% | 120,864 | +525.0% | 0.00% | +300.0% |
| Q4 2018 | $473,000 | – | 19,338 | – | 0.00% | – |
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% |