ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 249 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $55 | -66.0% | 2,299 | -66.1% | 0.00% | -66.7% |
| Q2 2023 | $162 | +12.5% | 6,772 | +13.5% | 0.01% | +12.5% |
| Q1 2023 | $144 | -2.7% | 5,968 | -4.3% | 0.01% | -11.1% |
| Q4 2022 | $148 | -99.9% | 6,233 | +28.5% | 0.01% | +12.5% |
| Q3 2022 | $114,000 | -4.2% | 4,849 | -2.1% | 0.01% | 0.0% |
| Q2 2022 | $119,000 | -2.5% | 4,952 | +0.2% | 0.01% | 0.0% |
| Q1 2022 | $122,000 | +19.6% | 4,944 | +24.5% | 0.01% | +33.3% |
| Q4 2021 | $102,000 | -1.9% | 3,972 | -1.2% | 0.01% | -14.3% |
| Q3 2021 | $104,000 | -5.5% | 4,019 | -4.8% | 0.01% | 0.0% |
| Q2 2021 | $110,000 | +50.7% | 4,221 | +49.6% | 0.01% | +40.0% |
| Q1 2021 | $73,000 | +151.7% | 2,821 | +151.7% | 0.01% | +66.7% |
| Q4 2020 | $29,000 | -14.7% | 1,121 | -14.5% | 0.00% | 0.0% |
| Q3 2020 | $34,000 | +6.2% | 1,311 | +5.1% | 0.00% | 0.0% |
| Q2 2020 | $32,000 | +3.2% | 1,247 | +0.6% | 0.00% | -25.0% |
| Q1 2020 | $31,000 | – | 1,240 | – | 0.00% | – |
Download | ||||||
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% |