ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 216 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,099,632 | -3.2% | 46,261 | -2.7% | 0.00% | 0.0% |
| Q2 2023 | $1,136,289 | +2.0% | 47,524 | +2.7% | 0.00% | 0.0% |
| Q1 2023 | $1,113,761 | -4.3% | 46,291 | -5.5% | 0.00% | 0.0% |
| Q4 2022 | $1,164,273 | -33.5% | 48,981 | -34.3% | 0.00% | -50.0% |
| Q3 2022 | $1,751,000 | -26.6% | 74,527 | -24.8% | 0.00% | -20.0% |
| Q2 2022 | $2,387,000 | -25.6% | 99,084 | -23.9% | 0.01% | -16.7% |
| Q1 2022 | $3,208,000 | -13.1% | 130,232 | -9.5% | 0.01% | -14.3% |
| Q4 2021 | $3,690,000 | -3.5% | 143,877 | -2.2% | 0.01% | -12.5% |
| Q3 2021 | $3,824,000 | -1.9% | 147,177 | -1.7% | 0.01% | 0.0% |
| Q2 2021 | $3,900,000 | +38.7% | 149,771 | +38.4% | 0.01% | +33.3% |
| Q1 2021 | $2,811,000 | +42.0% | 108,238 | +43.1% | 0.01% | +20.0% |
| Q4 2020 | $1,980,000 | +262.0% | 75,644 | +260.9% | 0.01% | +150.0% |
| Q3 2020 | $547,000 | -4.9% | 20,959 | -9.1% | 0.00% | -33.3% |
| Q1 2020 | $575,000 | +177.8% | 23,055 | +182.9% | 0.00% | +200.0% |
| Q4 2019 | $207,000 | – | 8,150 | – | 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% |