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 | $1,994,000 | +226.4% | 83,921 | +227.3% | 0.00% | +300.0% |
| Q2 2023 | $611,000 | -8.4% | 25,644 | -7.5% | 0.00% | 0.0% |
| Q1 2023 | $667,000 | -17.7% | 27,727 | -18.7% | 0.00% | -50.0% |
| Q4 2022 | $810,000 | -29.9% | 34,115 | -30.8% | 0.00% | -33.3% |
| Q3 2022 | $1,155,000 | -3.4% | 49,330 | -0.8% | 0.00% | 0.0% |
| Q2 2022 | $1,196,000 | +1.3% | 49,737 | +3.5% | 0.00% | 0.0% |
| Q1 2022 | $1,181,000 | -25.1% | 48,068 | -21.9% | 0.00% | 0.0% |
| Q4 2021 | $1,577,000 | +72.0% | 61,509 | +73.7% | 0.00% | +50.0% |
| Q3 2021 | $917,000 | +2.1% | 35,404 | +2.4% | 0.00% | -33.3% |
| Q2 2021 | $898,000 | -15.8% | 34,559 | -15.9% | 0.00% | 0.0% |
| Q1 2021 | $1,067,000 | +425.6% | 41,070 | +428.0% | 0.00% | +200.0% |
| Q4 2020 | $203,000 | – | 7,778 | – | 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% |