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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 367,192 | $9,044,000 | 4.65% |
| Private Ocean, LLC | 1,131,724 | $27,874,000 | 3.48% |
| Laurel Wealth Planning LLC | 143,915 | $3,545,000 | 2.39% |
| Braun-Bostich & Associates Inc. | 43,415 | $1,069,000 | 2.30% |
| Stewardship Advisors, LLC | 224,767 | $5,536,000 | 2.04% |
| Summit Wealth Group, LLC | 72,829 | $1,794,000 | 1.88% |
| IMPACTfolio, LLC | 91,101 | $2,244,000 | 1.67% |
| Evergreen Wealth Solutions, LLC | 58,973 | $1,453,000 | 1.41% |
| Affinity Capital Advisors, LLC | 179,518 | $4,422,000 | 1.38% |
| Arlington Financial Advisors, LLC | 145,302 | $3,579,000 | 1.36% |