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 | $2,418,360 | -90.9% | 101,740 | -90.9% | 0.00% | -88.9% |
| Q2 2023 | $26,634,712 | +298.1% | 1,113,957 | +300.6% | 0.01% | +200.0% |
| Q1 2023 | $6,690,460 | +108.4% | 278,074 | +105.9% | 0.00% | +200.0% |
| Q4 2022 | $3,210,234 | +5.6% | 135,054 | +4.3% | 0.00% | 0.0% |
| Q3 2022 | $3,041,000 | -68.3% | 129,445 | -67.5% | 0.00% | -75.0% |
| Q2 2022 | $9,596,000 | +99.7% | 398,339 | +104.1% | 0.00% | +100.0% |
| Q1 2022 | $4,806,000 | -59.4% | 195,124 | -57.8% | 0.00% | -50.0% |
| Q4 2021 | $11,850,000 | +1823.7% | 461,986 | +1849.5% | 0.00% | – |
| Q3 2021 | $616,000 | -91.1% | 23,698 | -91.1% | 0.00% | -100.0% |
| Q2 2021 | $6,948,000 | +285.1% | 266,839 | +284.3% | 0.00% | +200.0% |
| Q1 2021 | $1,804,000 | +10.2% | 69,442 | +10.7% | 0.00% | 0.0% |
| Q3 2020 | $1,637,000 | +393.1% | 62,702 | +390.6% | 0.00% | – |
| Q2 2020 | $332,000 | -95.6% | 12,781 | -95.8% | 0.00% | -100.0% |
| Q1 2020 | $7,499,000 | +898.5% | 300,910 | +918.6% | 0.01% | +600.0% |
| Q4 2019 | $751,000 | -55.8% | 29,541 | -55.8% | 0.00% | -66.7% |
| Q3 2019 | $1,699,000 | +184.1% | 66,773 | +182.7% | 0.00% | +200.0% |
| Q2 2019 | $598,000 | -77.8% | 23,616 | -78.1% | 0.00% | -75.0% |
| Q1 2019 | $2,699,000 | +180.0% | 107,866 | +174.9% | 0.00% | +100.0% |
| Q3 2018 | $964,000 | -12.6% | 39,245 | -12.4% | 0.00% | -33.3% |
| Q1 2018 | $1,103,000 | – | 44,797 | – | 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% |