ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 216 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,618 | -99.9% | 110,156 | -0.2% | 0.30% | -5.6% |
| Q3 2022 | $2,593,000 | -2.5% | 110,389 | 0.0% | 0.32% | +0.9% |
| Q2 2022 | $2,659,000 | -2.2% | 110,389 | 0.0% | 0.32% | +12.8% |
| Q1 2022 | $2,719,000 | +3.2% | 110,389 | +7.5% | 0.28% | +6.4% |
| Q4 2021 | $2,634,000 | +249.3% | 102,673 | +253.8% | 0.26% | +225.9% |
| Q3 2021 | $754,000 | +8.0% | 29,016 | +8.2% | 0.08% | +8.0% |
| Q2 2021 | $698,000 | +0.1% | 26,817 | 0.0% | 0.08% | -2.6% |
| Q1 2021 | $697,000 | -0.7% | 26,817 | 0.0% | 0.08% | -14.4% |
| Q4 2020 | $702,000 | +13.8% | 26,817 | +13.5% | 0.09% | +3.4% |
| Q3 2020 | $617,000 | +0.5% | 23,617 | 0.0% | 0.09% | -10.3% |
| Q2 2020 | $614,000 | +3.0% | 23,617 | -1.2% | 0.10% | -11.8% |
| Q1 2020 | $596,000 | -11.2% | 23,900 | -9.4% | 0.11% | +22.2% |
| Q4 2019 | $671,000 | -6.4% | 26,392 | -6.4% | 0.09% | -10.0% |
| Q3 2019 | $717,000 | -9.2% | 28,187 | -9.6% | 0.10% | -13.0% |
| Q2 2019 | $790,000 | +1.7% | 31,172 | +0.3% | 0.12% | +0.9% |
| Q1 2019 | $777,000 | +2.2% | 31,065 | 0.0% | 0.11% | -1.7% |
| Q4 2018 | $760,000 | -1.6% | 31,065 | -1.2% | 0.12% | +4.5% |
| Q3 2018 | $772,000 | -3.7% | 31,451 | -3.9% | 0.11% | +2.8% |
| Q2 2018 | $802,000 | – | 32,724 | – | 0.11% | – |
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% |