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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Francis Financial, Inc. | 405,128 | $9,747,381 | 6.60% |
| First Pacific Financial | 560,686 | $13,490,085 | 6.24% |
| Private Ocean, LLC | 1,080,383 | $25,994,017 | 3.46% |
| Milestone Investment Advisors LLC | 403,796 | $9,715,323 | 3.00% |
| Laurel Wealth Planning LLC | 153,970 | $3,705 | 2.45% |
| Braun-Bostich & Associates Inc. | 42,286 | $1,017,401 | 2.41% |
| Integris Wealth Management, LLC | 242,027 | $5,823,170 | 2.14% |
| Summit Wealth Group, LLC | 2,093,966 | $87 | 2.08% |
| IMPACTfolio, LLC | 95,761 | $2,304,010 | 1.93% |
| Better Money Decisions, LLC | 83,753 | $2,015,090 | 1.70% |