ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 243 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,194,229 | +112.1% | 50,241 | +113.3% | 0.01% | +100.0% |
| Q2 2023 | $563,104 | -14.1% | 23,551 | -13.6% | 0.00% | -20.0% |
| Q1 2023 | $655,563 | -29.1% | 27,247 | -30.0% | 0.01% | -28.6% |
| Q4 2022 | $925,010 | +351.2% | 38,915 | +355.8% | 0.01% | +133.3% |
| Q2 2022 | $205,000 | +259.6% | 8,538 | +290.8% | 0.00% | +50.0% |
| Q2 2020 | $57,000 | – | 2,185 | – | 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% |