ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 208 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $102,140 | -6.3% | 4,297 | -5.8% | 0.00% | 0.0% |
| Q2 2023 | $109,030 | -4.0% | 4,560 | -3.4% | 0.00% | 0.0% |
| Q1 2023 | $113,611 | +101338.4% | 4,722 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $112 | -99.9% | 4,722 | -3.3% | 0.00% | -25.0% |
| Q3 2022 | $115,000 | -3.4% | 4,884 | -1.5% | 0.00% | +33.3% |
| Q2 2022 | $119,000 | -2.5% | 4,956 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $122,000 | -10.9% | 4,956 | -7.5% | 0.00% | 0.0% |
| Q4 2021 | $137,000 | -3.5% | 5,360 | -2.0% | 0.00% | -25.0% |
| Q3 2021 | $142,000 | +22.4% | 5,468 | +23.3% | 0.00% | +33.3% |
| Q2 2021 | $116,000 | +274.2% | 4,436 | +266.9% | 0.00% | +200.0% |
| Q1 2021 | $31,000 | – | 1,209 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 367,192 | $9,044,000 | 4.65% |
| Private Ocean, LLC | 1,131,724 | $27,874,000 | 3.48% |
| Laurel Wealth Planning LLC | 143,915 | $3,545,000 | 2.39% |
| Braun-Bostich & Associates Inc. | 43,415 | $1,069,000 | 2.30% |
| Stewardship Advisors, LLC | 224,767 | $5,536,000 | 2.04% |
| Summit Wealth Group, LLC | 72,829 | $1,794,000 | 1.88% |
| IMPACTfolio, LLC | 91,101 | $2,244,000 | 1.67% |
| Evergreen Wealth Solutions, LLC | 58,973 | $1,453,000 | 1.41% |
| Affinity Capital Advisors, LLC | 179,518 | $4,422,000 | 1.38% |
| Arlington Financial Advisors, LLC | 145,302 | $3,579,000 | 1.36% |