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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $398 | -4.6% | 16,580 | -5.4% | 0.01% | -16.7% |
| Q4 2022 | $417 | -99.9% | 17,519 | -17.4% | 0.01% | -14.3% |
| Q3 2022 | $497,000 | -2.2% | 21,215 | +0.2% | 0.01% | 0.0% |
| Q2 2022 | $508,000 | -9.9% | 21,170 | -7.5% | 0.01% | +16.7% |
| Q1 2022 | $564,000 | +24.0% | 22,876 | +31.5% | 0.01% | 0.0% |
| Q4 2020 | $455,000 | +13.8% | 17,393 | +13.3% | 0.01% | 0.0% |
| Q3 2020 | $400,000 | +18.7% | 15,347 | +18.3% | 0.01% | 0.0% |
| Q2 2020 | $337,000 | -31.1% | 12,975 | -34.0% | 0.01% | -33.3% |
| Q1 2020 | $489,000 | +42.2% | 19,657 | +45.4% | 0.01% | +80.0% |
| Q4 2019 | $344,000 | +19.4% | 13,518 | +19.4% | 0.01% | 0.0% |
| Q3 2019 | $288,000 | – | 11,317 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 367,192 | $9,044,000 | 4.65% |
| Private Ocean, LLC | 1,131,724 | $27,874,000 | 3.48% |
| Laurel Wealth Planning LLC | 143,915 | $3,545,000 | 2.39% |
| Braun-Bostich & Associates Inc. | 43,415 | $1,069,000 | 2.30% |
| Stewardship Advisors, LLC | 224,767 | $5,536,000 | 2.04% |
| Summit Wealth Group, LLC | 72,829 | $1,794,000 | 1.88% |
| IMPACTfolio, LLC | 91,101 | $2,244,000 | 1.67% |
| Evergreen Wealth Solutions, LLC | 58,973 | $1,453,000 | 1.41% |
| Affinity Capital Advisors, LLC | 179,518 | $4,422,000 | 1.38% |
| Arlington Financial Advisors, LLC | 145,302 | $3,579,000 | 1.36% |