ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 247 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,388,549 | +4.0% | 58,416 | +4.6% | 0.17% | +8.1% |
| Q2 2023 | $1,335,733 | +3.4% | 55,865 | +4.1% | 0.16% | -4.8% |
| Q1 2023 | $1,291,710 | +8.8% | 53,687 | +7.4% | 0.17% | +1.8% |
| Q4 2022 | $1,187,763 | +21.0% | 49,969 | +19.5% | 0.16% | +8.6% |
| Q3 2022 | $982,000 | +13.9% | 41,805 | +16.8% | 0.15% | +16.0% |
| Q2 2022 | $862,000 | +12.7% | 35,801 | +15.3% | 0.13% | +29.7% |
| Q1 2022 | $765,000 | +99.7% | 31,062 | +108.2% | 0.10% | +114.9% |
| Q4 2021 | $383,000 | -0.8% | 14,921 | +0.5% | 0.05% | -9.6% |
| Q3 2021 | $386,000 | +67.8% | 14,844 | +68.2% | 0.05% | +67.7% |
| Q2 2021 | $230,000 | +37.7% | 8,824 | +36.8% | 0.03% | +29.2% |
| Q1 2021 | $167,000 | +169.4% | 6,448 | +171.4% | 0.02% | +140.0% |
| Q4 2020 | $62,000 | – | 2,376 | – | 0.01% | – |
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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% |