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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,485,720 | +14.2% | 272,853 | +14.8% | 0.06% | +16.7% |
| Q2 2023 | $5,681,318 | +25.0% | 237,613 | +25.8% | 0.05% | +4.3% |
| Q1 2023 | $4,543,806 | +20.1% | 188,853 | +18.6% | 0.05% | +9.5% |
| Q4 2022 | $3,784,538 | +11.3% | 159,215 | +10.0% | 0.04% | -2.3% |
| Q3 2022 | $3,401,000 | -12.0% | 144,789 | -9.7% | 0.04% | -18.9% |
| Q2 2022 | $3,863,000 | +13.6% | 160,362 | +16.2% | 0.05% | +23.3% |
| Q1 2022 | $3,400,000 | +40.1% | 138,041 | +45.9% | 0.04% | +26.5% |
| Q4 2021 | $2,426,000 | +1780.6% | 94,589 | +1799.4% | 0.03% | +1600.0% |
| Q3 2021 | $129,000 | – | 4,980 | – | 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% |