ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 178 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $252,374 | -9.7% | 10,617 | -9.1% | 0.00% | 0.0% |
| Q2 2023 | $279,405 | -9.8% | 11,686 | -9.2% | 0.00% | 0.0% |
| Q1 2023 | $309,658 | -52.6% | 12,870 | -53.2% | 0.00% | -66.7% |
| Q4 2022 | $653,142 | -41.3% | 27,478 | -42.0% | 0.00% | -50.0% |
| Q3 2022 | $1,113,000 | +1.9% | 47,366 | +4.5% | 0.01% | -14.3% |
| Q2 2022 | $1,092,000 | +50.4% | 45,324 | +53.8% | 0.01% | +40.0% |
| Q1 2022 | $726,000 | +4.8% | 29,473 | +9.2% | 0.01% | 0.0% |
| Q4 2021 | $693,000 | +16.5% | 26,998 | +17.8% | 0.01% | 0.0% |
| Q3 2021 | $595,000 | +12.7% | 22,909 | +13.1% | 0.01% | 0.0% |
| Q2 2021 | $528,000 | +79.0% | 20,261 | +78.2% | 0.01% | +66.7% |
| Q1 2021 | $295,000 | – | 11,371 | – | 0.00% | – |
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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% |