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 | $2,131,270 | -2.0% | 90,423 | -1.2% | 0.05% | +6.8% |
| Q2 2023 | $2,175,825 | -1.7% | 91,537 | -0.6% | 0.04% | +2.3% |
| Q1 2023 | $2,214,160 | -9.8% | 92,103 | -10.2% | 0.04% | -14.0% |
| Q4 2022 | $2,453,411 | -51.5% | 102,512 | -52.7% | 0.05% | -57.3% |
| Q3 2022 | $5,063,000 | -27.2% | 216,924 | -24.8% | 0.12% | -24.0% |
| Q2 2022 | $6,956,000 | -13.0% | 288,630 | -11.9% | 0.15% | -1.3% |
| Q1 2022 | $7,994,000 | -1.2% | 327,492 | +3.3% | 0.16% | +12.2% |
| Q4 2021 | $8,095,000 | +9.4% | 317,090 | +11.0% | 0.14% | +4.5% |
| Q3 2021 | $7,400,000 | +6.4% | 285,777 | +6.8% | 0.13% | +6.4% |
| Q2 2021 | $6,958,000 | +29.5% | 267,528 | +29.3% | 0.12% | -39.3% |
| Q1 2021 | $5,374,000 | +24.9% | 206,902 | +25.9% | 0.21% | +20.5% |
| Q4 2020 | $4,302,000 | +27.3% | 164,324 | +26.9% | 0.17% | +9.6% |
| Q3 2020 | $3,380,000 | +14.3% | 129,468 | +13.9% | 0.16% | -15.2% |
| Q2 2020 | $2,957,000 | – | 113,699 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 367,192 | $9,044,000 | 4.65% |
| Private Ocean, LLC | 1,131,724 | $27,874,000 | 3.48% |
| Laurel Wealth Planning LLC | 143,915 | $3,545,000 | 2.39% |
| Braun-Bostich & Associates Inc. | 43,415 | $1,069,000 | 2.30% |
| Stewardship Advisors, LLC | 224,767 | $5,536,000 | 2.04% |
| Summit Wealth Group, LLC | 72,829 | $1,794,000 | 1.88% |
| IMPACTfolio, LLC | 91,101 | $2,244,000 | 1.67% |
| Evergreen Wealth Solutions, LLC | 58,973 | $1,453,000 | 1.41% |
| Affinity Capital Advisors, LLC | 179,518 | $4,422,000 | 1.38% |
| Arlington Financial Advisors, LLC | 145,302 | $3,579,000 | 1.36% |