ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 125 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,126,000 | -11.9% | 47,372 | -11.4% | 0.07% | 0.0% |
| Q2 2023 | $1,278,000 | +281397.8% | 53,444 | +179.5% | 0.07% | +144.8% |
| Q4 2022 | $454 | -99.9% | 19,119 | -29.5% | 0.03% | -54.7% |
| Q3 2022 | $637,000 | +18.6% | 27,115 | +29.6% | 0.06% | +106.5% |
| Q4 2021 | $537,000 | +810.2% | 20,917 | +829.6% | 0.03% | +1450.0% |
| Q1 2021 | $59,000 | +47.5% | 2,250 | +47.0% | 0.00% | 0.0% |
| Q4 2020 | $40,000 | 0.0% | 1,531 | +0.5% | 0.00% | 0.0% |
| Q3 2020 | $40,000 | +2.6% | 1,523 | +0.5% | 0.00% | 0.0% |
| Q2 2020 | $39,000 | +2.6% | 1,516 | -1.4% | 0.00% | -33.3% |
| Q1 2020 | $38,000 | -2.6% | 1,537 | +0.4% | 0.00% | 0.0% |
| Q4 2019 | $39,000 | 0.0% | 1,531 | +0.9% | 0.00% | 0.0% |
| Q3 2019 | $39,000 | -94.3% | 1,517 | -94.6% | 0.00% | -97.9% |
| Q2 2018 | $687,000 | +27.7% | 27,927 | +27.2% | 0.15% | +9.0% |
| Q1 2018 | $538,000 | – | 21,950 | – | 0.13% | – |
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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% |