ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 239 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $305,971 | +1.4% | 12,717 | +0.2% | 0.12% | -8.7% |
| Q4 2022 | $301,618 | +1.2% | 12,689 | +0.2% | 0.13% | -3.8% |
| Q3 2022 | $298,000 | -4.2% | 12,668 | -1.8% | 0.13% | -1.5% |
| Q2 2022 | $311,000 | -1.9% | 12,896 | +0.1% | 0.13% | +12.6% |
| Q1 2022 | $317,000 | +56.9% | 12,886 | +65.8% | 0.12% | +45.1% |
| Q2 2021 | $202,000 | – | 7,774 | – | 0.08% | – |
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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% |