ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 208 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $975,477 | +2.9% | 41,038 | +3.5% | 0.01% | 0.0% |
Q2 2023 | $947,714 | -14.6% | 39,637 | -14.1% | 0.01% | -20.0% |
Q1 2023 | $1,110,377 | -46.7% | 46,150 | -47.3% | 0.01% | -47.4% |
Q4 2022 | $2,081,553 | +223.7% | 87,571 | +219.7% | 0.02% | +46.2% |
Q3 2022 | $643,000 | +1.4% | 27,394 | +4.0% | 0.01% | +30.0% |
Q2 2022 | $634,000 | +3.8% | 26,333 | +6.2% | 0.01% | +11.1% |
Q1 2022 | $611,000 | -48.4% | 24,787 | -46.4% | 0.01% | -47.1% |
Q4 2021 | $1,185,000 | -7.1% | 46,204 | -5.9% | 0.02% | -15.0% |
Q3 2021 | $1,276,000 | -24.5% | 49,112 | -24.4% | 0.02% | -25.9% |
Q2 2021 | $1,691,000 | +144.7% | 64,924 | +144.2% | 0.03% | +92.9% |
Q1 2021 | $691,000 | +13.7% | 26,591 | +14.6% | 0.01% | +16.7% |
Q4 2020 | $608,000 | +12.6% | 23,208 | +12.3% | 0.01% | -72.7% |
Q3 2020 | $540,000 | +14.9% | 20,670 | +14.4% | 0.04% | 0.0% |
Q2 2020 | $470,000 | -3.5% | 18,071 | -7.5% | 0.04% | -26.7% |
Q1 2020 | $487,000 | – | 19,542 | – | 0.06% | – |
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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% |