ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 105 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,264,738 | -3.6% | 52,896 | -3.0% | 0.19% | -9.5% |
| Q1 2023 | $1,311,451 | +9.5% | 54,507 | +8.2% | 0.21% | +6.0% |
| Q4 2022 | $1,197,683 | +1.1% | 50,386 | -0.1% | 0.20% | -3.9% |
| Q3 2022 | $1,185,000 | +14.9% | 50,437 | +20.5% | 0.21% | +39.9% |
| Q1 2022 | $1,031,000 | -3.9% | 41,841 | -0.0% | 0.15% | +2.1% |
| Q4 2021 | $1,073,000 | -1.6% | 41,845 | -0.4% | 0.14% | -8.2% |
| Q3 2021 | $1,091,000 | +5.7% | 41,998 | +6.0% | 0.16% | +6.0% |
| Q2 2021 | $1,032,000 | +21.0% | 39,615 | +20.6% | 0.15% | +11.2% |
| Q1 2021 | $853,000 | +9.6% | 32,850 | +10.6% | 0.13% | -6.9% |
| Q4 2020 | $778,000 | +9.6% | 29,713 | +9.2% | 0.14% | -8.3% |
| Q3 2020 | $710,000 | +16.2% | 27,209 | +15.8% | 0.16% | +11.3% |
| Q2 2020 | $611,000 | +37.6% | 23,506 | +31.9% | 0.14% | +15.6% |
| Q1 2020 | $444,000 | +23.0% | 17,826 | +25.7% | 0.12% | +56.4% |
| Q4 2019 | $361,000 | +49.2% | 14,181 | +49.3% | 0.08% | +36.8% |
| Q3 2019 | $242,000 | +13.1% | 9,496 | +12.4% | 0.06% | +42.5% |
| Q2 2019 | $214,000 | +11.5% | 8,446 | +10.0% | 0.04% | +21.2% |
| Q1 2019 | $192,000 | +50.0% | 7,677 | +46.6% | 0.03% | +32.0% |
| Q4 2018 | $128,000 | +19.6% | 5,235 | +20.8% | 0.02% | +47.1% |
| Q3 2018 | $107,000 | +269.0% | 4,335 | +262.2% | 0.02% | +240.0% |
| Q2 2018 | $29,000 | – | 1,197 | – | 0.01% | – |
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% |