ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 250 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,863,881 | +51.6% | 120,483 | +52.5% | 0.05% | +70.0% |
| Q2 2023 | $1,888,507 | +55.5% | 78,984 | +56.5% | 0.03% | +36.4% |
| Q1 2023 | $1,214,621 | +15.0% | 50,483 | +13.6% | 0.02% | +10.0% |
| Q4 2022 | $1,056,600 | +19.4% | 44,451 | +17.9% | 0.02% | +5.3% |
| Q3 2022 | $885,000 | +71.2% | 37,689 | +75.6% | 0.02% | +58.3% |
| Q2 2022 | $517,000 | +17.8% | 21,459 | +20.4% | 0.01% | +33.3% |
| Q1 2022 | $439,000 | -2.9% | 17,824 | +1.2% | 0.01% | 0.0% |
| Q4 2021 | $452,000 | +5.9% | 17,612 | +7.0% | 0.01% | -10.0% |
| Q3 2021 | $427,000 | – | 16,454 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Francis Financial, Inc. | 405,128 | $9,747,381 | 6.60% |
| First Pacific Financial | 560,686 | $13,490,085 | 6.24% |
| Private Ocean, LLC | 1,080,383 | $25,994,017 | 3.46% |
| Milestone Investment Advisors LLC | 403,796 | $9,715,323 | 3.00% |
| Laurel Wealth Planning LLC | 153,970 | $3,705 | 2.45% |
| Braun-Bostich & Associates Inc. | 42,286 | $1,017,401 | 2.41% |
| Integris Wealth Management, LLC | 242,027 | $5,823,170 | 2.14% |
| Summit Wealth Group, LLC | 2,093,966 | $87 | 2.08% |
| IMPACTfolio, LLC | 95,761 | $2,304,010 | 1.93% |
| Better Money Decisions, LLC | 83,753 | $2,015,090 | 1.70% |