ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 263 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $151,095 | +3.3% | 6,236 | +4.6% | 0.00% | -50.0% |
| Q1 2023 | $146,337 | +21139.0% | 5,961 | -78.8% | 0.01% | -66.7% |
| Q4 2022 | $689 | -99.9% | 28,168 | +0.5% | 0.02% | 0.0% |
| Q3 2022 | $686,000 | -0.4% | 28,026 | -0.4% | 0.02% | -18.2% |
| Q2 2022 | $689,000 | -7.1% | 28,152 | -7.1% | 0.02% | +144.4% |
| Q1 2022 | $742,000 | +1249.1% | 30,319 | +1299.1% | 0.01% | +800.0% |
| Q4 2021 | $55,000 | 0.0% | 2,167 | +1.5% | 0.00% | 0.0% |
| Q3 2021 | $55,000 | +10.0% | 2,135 | +8.9% | 0.00% | 0.0% |
| Q2 2021 | $50,000 | 0.0% | 1,960 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $50,000 | – | 1,960 | – | 0.00% | – |
| Q4 2020 | $0 | – | 0 | – | 0.00% | – |
| Q3 2020 | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
| Q2 2020 | $1,000 | – | 56 | – | 0.00% | – |
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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% |