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 | $16,152,405 | -4.6% | 679,529 | -4.0% | 0.01% | 0.0% |
| Q2 2023 | $16,930,408 | +7.5% | 708,089 | +8.2% | 0.01% | 0.0% |
| Q1 2023 | $15,742,482 | +15.5% | 654,301 | +14.1% | 0.01% | +20.0% |
| Q4 2022 | $13,630,574 | +11.1% | 573,436 | +9.8% | 0.01% | 0.0% |
| Q3 2022 | $12,265,000 | +0.5% | 522,165 | +3.1% | 0.01% | 0.0% |
| Q2 2022 | $12,205,000 | +0.9% | 506,625 | +3.1% | 0.01% | +25.0% |
| Q1 2022 | $12,100,000 | -23.4% | 491,289 | -20.2% | 0.00% | -20.0% |
| Q4 2021 | $15,793,000 | +8.9% | 615,738 | +10.3% | 0.01% | 0.0% |
| Q3 2021 | $14,507,000 | +7.7% | 558,386 | +7.9% | 0.01% | +25.0% |
| Q2 2021 | $13,474,000 | +8.8% | 517,421 | +8.5% | 0.00% | 0.0% |
| Q1 2021 | $12,387,000 | +112.7% | 476,878 | +114.4% | 0.00% | +100.0% |
| Q4 2020 | $5,823,000 | +29.2% | 222,438 | +28.9% | 0.00% | 0.0% |
| Q3 2020 | $4,506,000 | +14.5% | 172,594 | +14.0% | 0.00% | 0.0% |
| Q2 2020 | $3,937,000 | +25.1% | 151,374 | +19.8% | 0.00% | +100.0% |
| Q1 2020 | $3,148,000 | +80.8% | 126,313 | +84.5% | 0.00% | 0.0% |
| Q4 2019 | $1,741,000 | +34.5% | 68,446 | +34.6% | 0.00% | – |
| Q3 2019 | $1,294,000 | +60.0% | 50,854 | +59.2% | 0.00% | – |
| Q2 2019 | $809,000 | +89.0% | 31,945 | +86.9% | 0.00% | – |
| Q1 2019 | $428,000 | +27.0% | 17,094 | +24.1% | 0.00% | – |
| Q4 2018 | $337,000 | – | 13,777 | – | 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% |