ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 147 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $316,165 | -80.0% | 13,301 | -80.3% | 0.01% | -86.0% |
| Q3 2022 | $1,584,000 | -4.2% | 67,427 | -1.7% | 0.05% | +8.7% |
| Q2 2022 | $1,653,000 | -58.9% | 68,605 | -56.3% | 0.05% | -72.3% |
| Q4 2021 | $4,023,000 | +3.4% | 156,857 | +4.8% | 0.17% | +5.7% |
| Q3 2021 | $3,890,000 | -43.0% | 149,726 | -42.9% | 0.16% | -32.0% |
| Q2 2021 | $6,829,000 | +634.3% | 262,232 | +636.2% | 0.23% | +216.4% |
| Q3 2020 | $930,000 | +0.8% | 35,618 | +0.3% | 0.07% | +10.6% |
| Q2 2020 | $923,000 | – | 35,502 | – | 0.07% | – |
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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% |