ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 243 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q2 2023 | $107 | -33.1% | 4,455 | -33.2% | 0.00% | -50.0% |
| Q1 2023 | $160 | -7.0% | 6,668 | -7.8% | 0.00% | 0.0% |
| Q4 2022 | $172 | -99.9% | 7,235 | -35.1% | 0.00% | -33.3% |
| Q3 2022 | $262,000 | -3.0% | 11,148 | -0.4% | 0.00% | +50.0% |
| Q2 2022 | $270,000 | -29.7% | 11,190 | -28.2% | 0.00% | -33.3% |
| Q1 2022 | $384,000 | -8.1% | 15,589 | -4.3% | 0.00% | 0.0% |
| Q4 2021 | $418,000 | +194.4% | 16,283 | +199.7% | 0.00% | +200.0% |
| Q3 2021 | $142,000 | -57.9% | 5,434 | -58.0% | 0.00% | -50.0% |
| Q2 2021 | $337,000 | +81.2% | 12,928 | +82.2% | 0.00% | +100.0% |
| Q1 2021 | $186,000 | 0.0% | 7,097 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $186,000 | +31.0% | 7,097 | +30.6% | 0.00% | 0.0% |
| Q3 2020 | $142,000 | +37.9% | 5,434 | +37.5% | 0.00% | 0.0% |
| Q2 2020 | $103,000 | -19.5% | 3,953 | -22.9% | 0.00% | 0.0% |
| Q1 2020 | $128,000 | -43.9% | 5,130 | -42.9% | 0.00% | -50.0% |
| Q4 2019 | $228,000 | +11.8% | 8,979 | +11.7% | 0.00% | 0.0% |
| Q3 2019 | $204,000 | +87.2% | 8,035 | +86.0% | 0.00% | +100.0% |
| Q2 2019 | $109,000 | +73.0% | 4,319 | +70.9% | 0.00% | 0.0% |
| Q1 2019 | $63,000 | – | 2,527 | – | 0.00% | – |
Download | ||||||
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% |