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 | $73,212 | -0.9% | 3,080 | 0.0% | 0.05% | 0.0% |
| Q2 2023 | $73,858 | -0.3% | 3,080 | 0.0% | 0.05% | 0.0% |
| Q1 2023 | $74,105 | +1.2% | 3,080 | 0.0% | 0.05% | -4.0% |
| Q4 2022 | $73,212 | +1.7% | 3,080 | 0.0% | 0.05% | -3.8% |
| Q3 2022 | $72,000 | -2.7% | 3,080 | 0.0% | 0.05% | +4.0% |
| Q2 2022 | $74,000 | -2.6% | 3,080 | 0.0% | 0.05% | +8.7% |
| Q1 2022 | $76,000 | -3.8% | 3,080 | 0.0% | 0.05% | 0.0% |
| Q4 2021 | $79,000 | -1.2% | 3,080 | 0.0% | 0.05% | -4.2% |
| Q3 2021 | $80,000 | 0.0% | 3,080 | 0.0% | 0.05% | +2.1% |
| Q2 2021 | $80,000 | 0.0% | 3,080 | 0.0% | 0.05% | -4.1% |
| Q1 2021 | $80,000 | -1.2% | 3,080 | 0.0% | 0.05% | -9.3% |
| Q4 2020 | $81,000 | +153.1% | 3,080 | +150.2% | 0.05% | +134.8% |
| Q3 2020 | $32,000 | 0.0% | 1,231 | 0.0% | 0.02% | -4.2% |
| Q2 2020 | $32,000 | +3.2% | 1,231 | 0.0% | 0.02% | -11.1% |
| Q1 2020 | $31,000 | 0.0% | 1,231 | 0.0% | 0.03% | +22.7% |
| Q4 2019 | $31,000 | 0.0% | 1,231 | 0.0% | 0.02% | -4.3% |
| Q3 2019 | $31,000 | 0.0% | 1,231 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $31,000 | 0.0% | 1,231 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $31,000 | – | 1,231 | – | 0.02% | – |
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% |