ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 243 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $778,943 | -65.1% | 32,770 | -64.6% | 0.00% | – |
| Q1 2023 | $2,229,905 | -1.6% | 92,681 | -2.8% | 0.00% | -100.0% |
| Q4 2022 | $2,265,780 | -4.7% | 95,321 | -5.9% | 0.00% | 0.0% |
| Q3 2022 | $2,378,000 | -22.4% | 101,254 | -20.4% | 0.00% | 0.0% |
| Q2 2022 | $3,064,000 | +1006.1% | 127,203 | +1077.7% | 0.00% | – |
| Q4 2021 | $277,000 | -74.5% | 10,801 | -74.2% | 0.00% | – |
| Q3 2021 | $1,088,000 | -66.7% | 41,897 | -66.6% | 0.00% | -100.0% |
| Q2 2021 | $3,272,000 | +74.1% | 125,600 | +73.6% | 0.00% | – |
| Q1 2021 | $1,879,000 | -21.7% | 72,351 | -21.1% | 0.00% | -100.0% |
| Q4 2020 | $2,401,000 | -31.1% | 91,692 | -31.6% | 0.00% | 0.0% |
| Q2 2020 | $3,485,000 | -20.6% | 133,990 | -23.9% | 0.00% | -50.0% |
| Q1 2020 | $4,387,000 | +444.3% | 176,034 | +454.3% | 0.00% | – |
| Q3 2019 | $806,000 | +31.9% | 31,759 | +27.8% | 0.00% | – |
| Q2 2018 | $611,000 | – | 24,854 | – | 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% |