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 | $443,654 | -1.4% | 18,664 | -0.8% | 0.04% | +2.5% |
| Q2 2023 | $449,842 | +8.7% | 18,814 | +9.4% | 0.04% | +2.6% |
| Q1 2023 | $413,865 | -4.8% | 17,201 | -5.9% | 0.04% | -13.3% |
| Q4 2022 | $434,650 | -99.9% | 18,285 | -46.0% | 0.04% | -48.9% |
| Q3 2022 | $794,868,000 | +1.7% | 33,838 | +4.3% | 0.09% | +2.3% |
| Q2 2022 | $781,720,000 | -26.8% | 32,450 | -25.2% | 0.09% | -15.7% |
| Q1 2022 | $1,068,598,000 | -22.2% | 43,386 | -19.0% | 0.10% | -20.3% |
| Q4 2021 | $1,373,143,000 | -1.6% | 53,533 | -0.4% | 0.13% | -3.0% |
| Q3 2021 | $1,395,991,000 | -0.1% | 53,733 | +0.2% | 0.13% | -2.2% |
| Q2 2021 | $1,396,710,000 | +0.9% | 53,637 | +0.6% | 0.14% | -4.9% |
| Q1 2021 | $1,384,269,000 | -0.6% | 53,292 | +0.1% | 0.14% | -9.6% |
| Q4 2020 | $1,393,137,000 | +0.7% | 53,213 | +0.4% | 0.16% | -10.8% |
| Q3 2020 | $1,384,049,000 | -0.3% | 53,018 | -0.7% | 0.18% | -6.9% |
| Q2 2020 | $1,388,240,000 | +3.6% | 53,373 | -0.7% | 0.19% | -13.7% |
| Q1 2020 | $1,339,999,000 | +11.2% | 53,772 | +13.0% | 0.22% | +48.0% |
| Q2 2019 | $1,205,196,000 | -4.6% | 47,571 | -5.8% | 0.15% | -13.5% |
| Q1 2019 | $1,263,796,000 | – | 50,511 | – | 0.17% | – |
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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% |