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 | $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 | 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% |