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 2022 | $4,424,000 | -2.5% | 188,337 | 0.0% | 0.44% | -2.4% |
| Q2 2022 | $4,537,000 | +21.4% | 188,337 | +29.3% | 0.45% | +53.0% |
| Q1 2022 | $3,736,000 | 0.0% | 145,668 | 0.0% | 0.30% | 0.0% |
| Q4 2021 | $3,736,000 | +8.7% | 145,668 | +10.1% | 0.30% | -3.9% |
| Q3 2021 | $3,437,000 | -0.2% | 132,309 | +0.0% | 0.31% | -0.3% |
| Q2 2021 | $3,445,000 | +0.4% | 132,308 | +0.2% | 0.31% | -8.0% |
| Q1 2021 | $3,431,000 | – | 132,078 | – | 0.34% | – |
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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% |