Morningstar Investment Services LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 116 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Morningstar Investment Services LLC ownership history of ISHARES TR
ValueSharesWeighting
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$288,00011,3170.01%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
First Pacific Financial 629,824$15,059,0976.39%
Francis Financial, Inc. 447,726$10,705,1255.78%
Milestone Investment Advisors LLC 383,068$9,159,1472.84%
Private Ocean, LLC 889,972$21,279,2342.70%
Integris Wealth Management, LLC 253,696$6,065,8722.15%
IMPACTfolio, LLC 93,462$2,234,6761.78%
Better Money Decisions, LLC 82,454$1,971,4821.61%
Braun-Bostich & Associates Inc. 29,917$715,3151.53%
Opal Wealth Advisors, LLC 104,467$2,497,8051.25%
Arlington Financial Advisors, LLC 129,456$3,095,2931.13%
View complete list of ISHARES TR shareholders