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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $337,000 | -27.1% | 13,144 | -26.2% | 0.02% | -38.9% |
| Q3 2021 | $462,000 | +11.6% | 17,801 | +11.9% | 0.04% | +9.1% |
| Q2 2021 | $414,000 | +96.2% | 15,906 | +95.8% | 0.03% | +73.7% |
| Q1 2021 | $211,000 | -19.5% | 8,123 | -18.9% | 0.02% | -24.0% |
| Q4 2020 | $262,000 | -38.1% | 10,021 | -38.2% | 0.02% | -45.7% |
| Q3 2020 | $423,000 | +3745.5% | 16,219 | +3528.4% | 0.05% | +4500.0% |
| Q1 2020 | $11,000 | +37.5% | 447 | +36.3% | 0.00% | 0.0% |
| Q4 2019 | $8,000 | 0.0% | 328 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $8,000 | 0.0% | 328 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $8,000 | – | 328 | – | 0.00% | – |
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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% |