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 | $605,631 | -9.8% | 25,478 | -9.3% | 0.05% | -9.1% |
| Q2 2023 | $671,434 | -19.1% | 28,081 | -18.6% | 0.06% | -23.6% |
| Q1 2023 | $829,978 | +100625.5% | 34,496 | -0.5% | 0.07% | -4.0% |
| Q4 2022 | $824 | -99.9% | 34,652 | +0.4% | 0.08% | -9.6% |
| Q3 2022 | $811,000 | -12.8% | 34,526 | -10.5% | 0.08% | -7.8% |
| Q2 2022 | $930,000 | +8.9% | 38,585 | +11.3% | 0.09% | +20.0% |
| Q1 2022 | $854,000 | -21.6% | 34,656 | -18.4% | 0.08% | -23.5% |
| Q4 2021 | $1,089,000 | +5.8% | 42,451 | +7.2% | 0.10% | -3.9% |
| Q3 2021 | $1,029,000 | +0.9% | 39,598 | +1.1% | 0.10% | +1.0% |
| Q2 2021 | $1,020,000 | +22.0% | 39,155 | +21.7% | 0.10% | +13.5% |
| Q1 2021 | $836,000 | +22.0% | 32,171 | +22.9% | 0.09% | +14.1% |
| Q4 2020 | $685,000 | – | 26,183 | – | 0.08% | – |
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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% |