ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 247 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,267 | -6.9% | 95,390 | -6.4% | 0.01% | 0.0% |
| Q2 2023 | $2,436 | -0.7% | 101,898 | -0.1% | 0.01% | -8.3% |
| Q1 2023 | $2,454 | +0.4% | 101,977 | -0.8% | 0.01% | -7.7% |
| Q4 2022 | $2,445 | -99.9% | 102,846 | -3.0% | 0.01% | -7.1% |
| Q3 2022 | $2,490,000 | -5.0% | 105,987 | -2.6% | 0.01% | 0.0% |
| Q2 2022 | $2,622,000 | -13.3% | 108,838 | -11.3% | 0.01% | 0.0% |
| Q1 2022 | $3,024,000 | -17.3% | 122,768 | -13.8% | 0.01% | -12.5% |
| Q4 2021 | $3,655,000 | -0.7% | 142,488 | +0.6% | 0.02% | -11.1% |
| Q3 2021 | $3,680,000 | -1.7% | 141,636 | -1.5% | 0.02% | 0.0% |
| Q2 2021 | $3,744,000 | -63.9% | 143,775 | -64.0% | 0.02% | -67.9% |
| Q1 2021 | $10,377,000 | -2.7% | 399,505 | -1.9% | 0.06% | -9.7% |
| Q4 2020 | $10,660,000 | +5.8% | 407,178 | +5.5% | 0.06% | -8.8% |
| Q3 2020 | $10,078,000 | +13.0% | 386,039 | +12.6% | 0.07% | +1.5% |
| Q2 2020 | $8,919,000 | +258.0% | 342,916 | +243.0% | 0.07% | +179.2% |
| Q1 2020 | $2,491,000 | +41.9% | 99,980 | +44.9% | 0.02% | +71.4% |
| Q4 2019 | $1,755,000 | +19.6% | 69,021 | +19.7% | 0.01% | +7.7% |
| Q3 2019 | $1,467,000 | +3.5% | 57,640 | +3.0% | 0.01% | 0.0% |
| Q2 2019 | $1,418,000 | +1.6% | 55,981 | +0.4% | 0.01% | 0.0% |
| Q1 2019 | $1,395,000 | +3.0% | 55,775 | +0.6% | 0.01% | -13.3% |
| Q4 2018 | $1,355,000 | +31.6% | 55,427 | +32.2% | 0.02% | +50.0% |
| Q3 2018 | $1,030,000 | +35.9% | 41,930 | +35.7% | 0.01% | +25.0% |
| Q2 2018 | $758,000 | +165.0% | 30,902 | +166.2% | 0.01% | +166.7% |
| Q1 2018 | $286,000 | – | 11,608 | – | 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% |