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 | $1,031,171 | -15.6% | 43,381 | -15.1% | 0.14% | -12.6% |
| Q2 2023 | $1,222,255 | +1.6% | 51,119 | +2.3% | 0.16% | -18.9% |
| Q1 2023 | $1,202,495 | +2.4% | 49,979 | +1.1% | 0.20% | -6.7% |
| Q4 2022 | $1,174,761 | +9.9% | 49,422 | +8.6% | 0.21% | -3.2% |
| Q3 2022 | $1,069,000 | +0.8% | 45,516 | +3.4% | 0.22% | -18.1% |
| Q2 2022 | $1,060,000 | +22.7% | 44,003 | +30.6% | 0.26% | +48.9% |
| Q4 2021 | $864,000 | +102.8% | 33,692 | +105.6% | 0.18% | +74.5% |
| Q3 2021 | $426,000 | – | 16,384 | – | 0.10% | – |
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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% |