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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,211,052 | -14.4% | 766,136 | -13.9% | 2.31% | -14.2% |
| Q2 2023 | $21,279,234 | -18.1% | 889,972 | -17.6% | 2.70% | -22.0% |
| Q1 2023 | $25,994,017 | -6.2% | 1,080,383 | -7.3% | 3.46% | +0.5% |
| Q4 2022 | $27,702,296 | +1.2% | 1,165,432 | -0.0% | 3.44% | -20.3% |
| Q3 2022 | $27,387,000 | -0.9% | 1,165,903 | +1.7% | 4.31% | +1.4% |
| Q2 2022 | $27,628,000 | -0.9% | 1,146,888 | +1.3% | 4.26% | +22.4% |
| Q1 2022 | $27,874,000 | -8.6% | 1,131,724 | -4.8% | 3.48% | -2.6% |
| Q4 2021 | $30,494,000 | +7.9% | 1,188,848 | +9.3% | 3.57% | +3.7% |
| Q3 2021 | $28,259,000 | +8.6% | 1,087,708 | +8.8% | 3.44% | +0.9% |
| Q2 2021 | $26,025,000 | +12.4% | 999,428 | +12.1% | 3.41% | -17.1% |
| Q1 2021 | $23,150,000 | +23.4% | 891,223 | +24.3% | 4.11% | +8.6% |
| Q4 2020 | $18,765,000 | +55.8% | 716,761 | +55.3% | 3.78% | +34.2% |
| Q3 2020 | $12,045,000 | +17877.6% | 461,420 | +17565.4% | 2.82% | +17531.2% |
| Q2 2020 | $67,000 | +294.1% | 2,612 | +267.9% | 0.02% | +220.0% |
| Q1 2020 | $17,000 | -10.5% | 710 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $19,000 | – | 710 | – | 0.01% | – |
Download | ||||||
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% |