ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 247 filers reported holding ISHARES TR in Q4 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 | 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% |