ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 280 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,564 | +6.0% | 63,876 | +2.8% | 0.02% | -3.8% |
| Q3 2023 | $1,476 | -3.3% | 62,114 | -2.7% | 0.03% | 0.0% |
| Q2 2023 | $1,527 | -1.2% | 63,856 | -0.6% | 0.03% | -13.3% |
| Q1 2023 | $1,545 | +0.8% | 64,226 | -0.4% | 0.03% | -3.2% |
| Q4 2022 | $1,532 | -99.9% | 64,472 | -4.6% | 0.03% | -8.8% |
| Q3 2022 | $1,587,000 | -0.6% | 67,551 | +1.9% | 0.03% | +6.2% |
| Q2 2022 | $1,597,000 | -4.6% | 66,294 | -2.4% | 0.03% | +10.3% |
| Q1 2022 | $1,674,000 | +0.9% | 67,953 | +5.1% | 0.03% | +3.6% |
| Q4 2021 | $1,659,000 | +2.1% | 64,673 | +3.4% | 0.03% | -9.7% |
| Q3 2021 | $1,625,000 | +6.5% | 62,537 | +6.7% | 0.03% | +6.9% |
| Q2 2021 | $1,526,000 | +79.7% | 58,608 | +79.3% | 0.03% | +70.6% |
| Q1 2021 | $849,000 | +1.2% | 32,694 | +2.0% | 0.02% | -5.6% |
| Q4 2020 | $839,000 | +30.5% | 32,039 | +30.1% | 0.02% | +20.0% |
| Q3 2020 | $643,000 | +4.9% | 24,619 | +4.5% | 0.02% | -6.2% |
| Q2 2020 | $613,000 | – | 23,555 | – | 0.02% | – |
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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% |