ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 263 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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 93,483 | $2,288,464 | 1.49% |
| VERITY Wealth Advisors | 25,716 | $629,528 | 0.54% |
| Parkside Advisors LLC | 62,623 | $1,532,999 | 0.42% |
| ST GERMAIN D J CO INC | 203,164 | $4,973,455 | 0.26% |
| Apella Capital, LLC | 179,032 | $4,366,583 | 0.24% |
| CGN Advisors LLC | 37,021 | $906,274 | 0.13% |
| Bartlett & Co. LLC | 63,876 | $1,564 | 0.02% |