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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $509,486 | +3.7% | 21,434 | +4.3% | 0.12% | +5.4% |
| Q2 2023 | $491,470 | -0.6% | 20,555 | 0.0% | 0.11% | +9.8% |
| Q1 2023 | $494,553 | +1.2% | 20,555 | 0.0% | 0.10% | -4.7% |
| Q4 2022 | $488,592 | +37.6% | 20,555 | +35.9% | 0.11% | +2.9% |
| Q3 2022 | $355,000 | +9.6% | 15,126 | +12.5% | 0.10% | +14.3% |
| Q2 2022 | $324,000 | -5.0% | 13,446 | -2.7% | 0.09% | +4.6% |
| Q1 2022 | $341,000 | +5.6% | 13,826 | +9.7% | 0.09% | +13.0% |
| Q4 2021 | $323,000 | +15.4% | 12,604 | +16.8% | 0.08% | +6.9% |
| Q3 2021 | $280,000 | +7.3% | 10,790 | +7.7% | 0.07% | +5.9% |
| Q2 2021 | $261,000 | -0.8% | 10,022 | -1.1% | 0.07% | +6.2% |
| Q1 2021 | $263,000 | +2.3% | 10,136 | +3.1% | 0.06% | -11.1% |
| Q4 2020 | $257,000 | +6.2% | 9,831 | +6.2% | 0.07% | -11.1% |
| Q3 2020 | $242,000 | +8.0% | 9,258 | +7.3% | 0.08% | +5.2% |
| Q2 2020 | $224,000 | +4.2% | 8,627 | 0.0% | 0.08% | -2.5% |
| Q1 2020 | $215,000 | -6.1% | 8,627 | -4.3% | 0.08% | +16.2% |
| Q4 2019 | $229,000 | 0.0% | 9,014 | 0.0% | 0.07% | -4.2% |
| Q3 2019 | $229,000 | +9.0% | 9,014 | +9.0% | 0.07% | -2.7% |
| Q2 2019 | $210,000 | -18.6% | 8,270 | -21.6% | 0.07% | -34.2% |
| Q4 2018 | $258,000 | -0.4% | 10,542 | 0.0% | 0.11% | -32.3% |
| Q3 2018 | $259,000 | – | 10,542 | – | 0.16% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 367,192 | $9,044,000 | 4.65% |
| Private Ocean, LLC | 1,131,724 | $27,874,000 | 3.48% |
| Laurel Wealth Planning LLC | 143,915 | $3,545,000 | 2.39% |
| Braun-Bostich & Associates Inc. | 43,415 | $1,069,000 | 2.30% |
| Stewardship Advisors, LLC | 224,767 | $5,536,000 | 2.04% |
| Summit Wealth Group, LLC | 72,829 | $1,794,000 | 1.88% |
| IMPACTfolio, LLC | 91,101 | $2,244,000 | 1.67% |
| Evergreen Wealth Solutions, LLC | 58,973 | $1,453,000 | 1.41% |
| Affinity Capital Advisors, LLC | 179,518 | $4,422,000 | 1.38% |
| Arlington Financial Advisors, LLC | 145,302 | $3,579,000 | 1.36% |