ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 178 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $290,211 | -0.5% | 12,209 | +0.1% | 0.01% | +10.0% |
| Q2 2023 | $291,694 | +12.7% | 12,199 | +13.4% | 0.01% | +11.1% |
| Q1 2023 | $258,770 | -55.2% | 10,755 | -55.7% | 0.01% | -57.1% |
| Q4 2022 | $577,304 | -13.1% | 24,287 | -14.1% | 0.02% | -16.0% |
| Q3 2022 | $664,000 | +10.1% | 28,271 | +13.0% | 0.02% | +19.0% |
| Q2 2022 | $603,000 | -7.1% | 25,021 | -5.0% | 0.02% | +10.5% |
| Q1 2022 | $649,000 | -0.9% | 26,332 | +3.2% | 0.02% | +5.6% |
| Q4 2021 | $655,000 | -22.6% | 25,519 | -21.7% | 0.02% | -28.0% |
| Q3 2021 | $846,000 | +35.1% | 32,572 | +35.5% | 0.02% | +31.6% |
| Q2 2021 | $626,000 | +171.0% | 24,042 | +170.5% | 0.02% | +171.4% |
| Q1 2021 | $231,000 | – | 8,887 | – | 0.01% | – |
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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% |