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 | $1,470,649 | -0.2% | 61,870 | +0.4% | 0.06% | -3.0% |
| Q2 2023 | $1,473,238 | -0.5% | 61,616 | +0.1% | 0.07% | -8.2% |
| Q1 2023 | $1,480,411 | -61.4% | 61,530 | -61.9% | 0.07% | -64.4% |
| Q4 2022 | $3,836,287 | +2.5% | 161,392 | +1.3% | 0.20% | -7.2% |
| Q3 2022 | $3,743,000 | -0.6% | 159,381 | +1.9% | 0.22% | -0.9% |
| Q2 2022 | $3,767,000 | -3.7% | 156,388 | -1.6% | 0.22% | +7.7% |
| Q1 2022 | $3,913,000 | +267.8% | 158,894 | +282.8% | 0.21% | +155.6% |
| Q4 2021 | $1,064,000 | +114.5% | 41,511 | +117.2% | 0.08% | +97.6% |
| Q3 2021 | $496,000 | +71.0% | 19,110 | +71.4% | 0.04% | +57.7% |
| Q2 2021 | $290,000 | – | 11,150 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Francis Financial, Inc. | 405,128 | $9,747,381 | 6.60% |
| First Pacific Financial | 560,686 | $13,490,085 | 6.24% |
| Private Ocean, LLC | 1,080,383 | $25,994,017 | 3.46% |
| Milestone Investment Advisors LLC | 403,796 | $9,715,323 | 3.00% |
| Laurel Wealth Planning LLC | 153,970 | $3,705 | 2.45% |
| Braun-Bostich & Associates Inc. | 42,286 | $1,017,401 | 2.41% |
| Integris Wealth Management, LLC | 242,027 | $5,823,170 | 2.14% |
| Summit Wealth Group, LLC | 2,093,966 | $87 | 2.08% |
| IMPACTfolio, LLC | 95,761 | $2,304,010 | 1.93% |
| Better Money Decisions, LLC | 83,753 | $2,015,090 | 1.70% |