ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 280 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $408,820 | -53.6% | 17,199 | -50.0% | 0.03% | -58.6% |
| Q4 2021 | $882,000 | -48.8% | 34,378 | -48.1% | 0.07% | -53.3% |
| Q3 2021 | $1,721,000 | -45.3% | 66,234 | -45.2% | 0.15% | -46.2% |
| Q2 2021 | $3,147,000 | +172.9% | 120,840 | +172.3% | 0.28% | +142.6% |
| Q1 2021 | $1,153,000 | +101.9% | 44,379 | +103.4% | 0.12% | +71.6% |
| Q4 2020 | $571,000 | -38.1% | 21,822 | -38.3% | 0.07% | -45.5% |
| Q3 2020 | $923,000 | +21.3% | 35,352 | +20.8% | 0.12% | +12.8% |
| Q2 2020 | $761,000 | +25.2% | 29,260 | +20.0% | 0.11% | +13.5% |
| Q1 2020 | $608,000 | +66.6% | 24,385 | +69.8% | 0.10% | +100.0% |
| Q4 2019 | $365,000 | – | 14,365 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 629,824 | $15,059,097 | 6.39% |
| Francis Financial, Inc. | 447,726 | $10,705,125 | 5.78% |
| Milestone Investment Advisors LLC | 383,068 | $9,159,147 | 2.84% |
| Private Ocean, LLC | 889,972 | $21,279,234 | 2.70% |
| Integris Wealth Management, LLC | 253,696 | $6,065,872 | 2.15% |
| IMPACTfolio, LLC | 93,462 | $2,234,676 | 1.78% |
| Better Money Decisions, LLC | 82,454 | $1,971,482 | 1.61% |
| Braun-Bostich & Associates Inc. | 29,917 | $715,315 | 1.53% |
| Opal Wealth Advisors, LLC | 104,467 | $2,497,805 | 1.25% |
| Arlington Financial Advisors, LLC | 129,456 | $3,095,293 | 1.13% |