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 | $473,472 | -1.6% | 19,919 | -1.0% | 0.02% | 0.0% |
| Q2 2023 | $481,087 | +0.6% | 20,121 | +1.3% | 0.02% | -8.7% |
| Q1 2023 | $478,025 | +0.5% | 19,868 | +0.6% | 0.02% | -4.2% |
| Q4 2022 | $475,711 | +26.2% | 19,755 | +22.3% | 0.02% | +14.3% |
| Q3 2022 | $377,000 | -29.7% | 16,156 | -27.1% | 0.02% | -32.3% |
| Q2 2022 | $536,000 | -21.4% | 22,149 | -20.0% | 0.03% | -29.5% |
| Q1 2022 | $682,000 | +34.3% | 27,677 | +39.7% | 0.04% | +25.7% |
| Q4 2021 | $508,000 | -51.8% | 19,818 | -51.1% | 0.04% | -59.8% |
| Q3 2021 | $1,053,000 | +90.4% | 40,537 | +90.9% | 0.09% | +77.6% |
| Q2 2021 | $553,000 | +2.6% | 21,230 | +2.3% | 0.05% | -16.9% |
| Q1 2021 | $539,000 | +15.9% | 20,758 | +16.8% | 0.06% | -3.3% |
| Q4 2020 | $465,000 | +51.0% | 17,777 | +50.8% | 0.06% | +41.9% |
| Q3 2020 | $308,000 | – | 11,788 | – | 0.04% | – |
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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% |