ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 125 filers reported holding ISHARES TR in Q3 2020. 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 | 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% |