ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 178 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $662,018 | -0.7% | 27,851 | -1.9% | 0.39% | -6.3% |
| Q3 2022 | $667,000 | -1.3% | 28,393 | +1.2% | 0.41% | -1.0% |
| Q2 2022 | $676,000 | -1.2% | 28,048 | +1.0% | 0.42% | +11.2% |
| Q1 2022 | $684,000 | -1.4% | 27,765 | +2.6% | 0.37% | -2.9% |
| Q4 2021 | $694,000 | +17.6% | 27,066 | +19.2% | 0.38% | +9.4% |
| Q3 2021 | $590,000 | +17.8% | 22,707 | +18.0% | 0.35% | +15.8% |
| Q2 2021 | $501,000 | +0.2% | 19,245 | +0.0% | 0.30% | -7.6% |
| Q1 2021 | $500,000 | +9.9% | 19,237 | +10.7% | 0.33% | +5.4% |
| Q4 2020 | $455,000 | -9.7% | 17,371 | -10.1% | 0.31% | -24.3% |
| Q3 2020 | $504,000 | +43.6% | 19,322 | +43.0% | 0.41% | +41.6% |
| Q2 2020 | $351,000 | – | 13,510 | – | 0.29% | – |
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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% |