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 | $408,725 | -5.5% | 17,195 | -5.0% | 0.01% | -11.1% |
| Q2 2023 | $432,651 | -9.3% | 18,095 | -8.7% | 0.01% | -18.2% |
| Q1 2023 | $477,086 | +15.2% | 19,829 | +13.8% | 0.01% | +10.0% |
| Q4 2022 | $414,002 | +17.9% | 17,417 | +16.6% | 0.01% | +11.1% |
| Q3 2022 | $351,000 | -69.3% | 14,932 | -68.5% | 0.01% | -67.9% |
| Q2 2022 | $1,142,000 | +10.3% | 47,400 | +12.8% | 0.03% | +27.3% |
| Q1 2022 | $1,035,000 | +7.0% | 42,010 | +11.4% | 0.02% | +4.8% |
| Q4 2021 | $967,000 | +1.8% | 37,714 | +3.1% | 0.02% | -4.5% |
| Q3 2021 | $950,000 | +27.5% | 36,575 | +27.9% | 0.02% | +29.4% |
| Q2 2021 | $745,000 | -24.4% | 28,600 | -24.6% | 0.02% | -37.0% |
| Q1 2021 | $985,000 | +21.3% | 37,913 | +22.2% | 0.03% | 0.0% |
| Q4 2020 | $812,000 | +45.8% | 31,025 | +45.5% | 0.03% | +22.7% |
| Q3 2020 | $557,000 | +0.5% | 21,318 | 0.0% | 0.02% | -4.3% |
| Q2 2020 | $554,000 | +427.6% | 21,318 | +406.2% | 0.02% | +360.0% |
| Q1 2020 | $105,000 | +50.0% | 4,211 | +53.0% | 0.01% | +66.7% |
| Q4 2019 | $70,000 | – | 2,753 | – | 0.00% | – |
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% |