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 | $315,519 | -13.2% | 13,274 | -12.7% | 0.01% | -16.7% |
| Q2 2023 | $363,567 | +10.8% | 15,206 | +11.5% | 0.01% | +20.0% |
| Q1 2023 | $328,120 | -19.2% | 13,638 | -20.1% | 0.01% | -28.6% |
| Q4 2022 | $405,903 | +48.1% | 17,076 | +46.3% | 0.01% | 0.0% |
| Q3 2022 | $274,000 | -4.5% | 11,675 | -1.9% | 0.01% | 0.0% |
| Q2 2022 | $287,000 | -9.2% | 11,905 | -7.1% | 0.01% | +16.7% |
| Q1 2022 | $316,000 | -4.2% | 12,811 | -0.4% | 0.01% | -14.3% |
| Q4 2021 | $330,000 | +31.5% | 12,864 | +33.1% | 0.01% | +40.0% |
| Q3 2021 | $251,000 | – | 9,668 | – | 0.01% | – |
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% |