ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 242 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $984,951 | +20.4% | 41,437 | +21.1% | 0.01% | +50.0% |
| Q2 2023 | $818,277 | +16.2% | 34,223 | +16.9% | 0.00% | 0.0% |
| Q1 2023 | $704,355 | +13.8% | 29,275 | +12.5% | 0.00% | +33.3% |
| Q4 2022 | $618,684 | +67.7% | 26,028 | +65.6% | 0.00% | +50.0% |
| Q3 2022 | $369,000 | +32.3% | 15,718 | +35.7% | 0.00% | 0.0% |
| Q2 2022 | $279,000 | +31.6% | 11,580 | +40.2% | 0.00% | +100.0% |
| Q4 2021 | $212,000 | -33.8% | 8,258 | -34.7% | 0.00% | -50.0% |
| Q2 2019 | $320,000 | -20.4% | 12,642 | -21.3% | 0.00% | -33.3% |
| Q1 2019 | $402,000 | +43.6% | 16,054 | +40.0% | 0.00% | +50.0% |
| Q4 2018 | $280,000 | – | 11,469 | – | 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% |