ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 265 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $251,169 | -1.2% | 10,256 | -1.2% | 0.05% | -6.0% |
| Q1 2024 | $254,127 | +7.5% | 10,381 | +7.5% | 0.05% | -2.0% |
| Q4 2023 | $236,477 | -9.2% | 9,660 | -11.9% | 0.05% | -17.7% |
| Q3 2023 | $260,519 | +2.8% | 10,960 | +3.4% | 0.06% | +1.6% |
| Q2 2023 | $253,446 | +5.2% | 10,600 | +5.9% | 0.06% | -3.2% |
| Q1 2023 | $240,889 | +2.7% | 10,012 | +1.5% | 0.06% | -4.5% |
| Q4 2022 | $234,539 | -4.7% | 9,867 | -5.7% | 0.07% | -21.4% |
| Q3 2022 | $246,000 | -2.4% | 10,468 | 0.0% | 0.08% | -1.2% |
| Q2 2022 | $252,000 | -5.6% | 10,468 | -3.3% | 0.08% | -4.5% |
| Q1 2022 | $267,000 | -2.2% | 10,822 | +1.8% | 0.09% | +1.1% |
| Q4 2021 | $273,000 | 0.0% | 10,630 | +1.0% | 0.09% | -8.3% |
| Q3 2021 | $273,000 | +19.2% | 10,524 | +19.7% | 0.10% | +20.0% |
| Q2 2021 | $229,000 | -19.4% | 8,795 | -19.5% | 0.08% | -20.8% |
| Q1 2021 | $284,000 | – | 10,927 | – | 0.10% | – |
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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% |