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 | $349,181 | -63.0% | 14,690 | -62.7% | 0.00% | -62.5% |
| Q2 2023 | $943,677 | -19.5% | 39,436 | -19.0% | 0.01% | -27.3% |
| Q1 2023 | $1,171,558 | +476.0% | 48,694 | -0.6% | 0.01% | +10.0% |
| Q4 2022 | $203,398 | -53.6% | 48,988 | +162.5% | 0.01% | +100.0% |
| Q3 2022 | $438,000 | -4.2% | 18,661 | -1.5% | 0.01% | +25.0% |
| Q2 2022 | $457,000 | -47.8% | 18,954 | -46.6% | 0.00% | -42.9% |
| Q1 2022 | $875,000 | -83.8% | 35,511 | -83.1% | 0.01% | -82.9% |
| Q4 2021 | $5,403,000 | +19.6% | 210,653 | +21.1% | 0.04% | +41.4% |
| Q3 2021 | $4,517,000 | +12.3% | 173,882 | +12.5% | 0.03% | -17.1% |
| Q2 2021 | $4,024,000 | +4525.3% | 154,539 | +4529.7% | 0.04% | +3400.0% |
| Q2 2020 | $87,000 | – | 3,338 | – | 0.00% | – |
Download | ||||||
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% |