ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 239 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,809,684 | +2.1% | 76,133 | +2.7% | 0.07% | 0.0% |
| Q2 2023 | $1,772,306 | +5.4% | 74,124 | +6.1% | 0.07% | -2.7% |
| Q1 2023 | $1,681,508 | +20.8% | 69,888 | +19.4% | 0.07% | +10.6% |
| Q4 2022 | $1,391,721 | +6.1% | 58,549 | +4.8% | 0.07% | -4.3% |
| Q3 2022 | $1,312,000 | -9.5% | 55,867 | -7.2% | 0.07% | -9.2% |
| Q2 2022 | $1,450,000 | +1.5% | 60,210 | +3.8% | 0.08% | +7.0% |
| Q1 2022 | $1,429,000 | +67.9% | 58,031 | +74.9% | 0.07% | +69.0% |
| Q4 2021 | $851,000 | +30.9% | 33,173 | +32.6% | 0.04% | +13.5% |
| Q3 2021 | $650,000 | +34.3% | 25,024 | +34.8% | 0.04% | +27.6% |
| Q2 2021 | $484,000 | +120.0% | 18,568 | +118.9% | 0.03% | +61.1% |
| Q1 2021 | $220,000 | – | 8,483 | – | 0.02% | – |
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% |