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 | $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 ↓ |
|---|---|---|---|
| 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% |