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 | $5,973,798 | +121.7% | 251,312 | +122.9% | 0.01% | +80.0% |
| Q2 2023 | $2,695,080 | -17.8% | 112,723 | -17.3% | 0.01% | -16.7% |
| Q1 2023 | $3,280,579 | -44.0% | 136,346 | -44.7% | 0.01% | -50.0% |
| Q4 2022 | $5,860,028 | -11.5% | 246,387 | -12.5% | 0.01% | -20.0% |
| Q3 2022 | $6,620,000 | -1.8% | 281,719 | +0.6% | 0.02% | 0.0% |
| Q2 2022 | $6,744,000 | -11.6% | 280,016 | -9.6% | 0.02% | 0.0% |
| Q1 2022 | $7,626,000 | -31.7% | 309,670 | -28.9% | 0.02% | -28.6% |
| Q4 2021 | $11,171,000 | -22.7% | 435,463 | -21.7% | 0.02% | -30.0% |
| Q3 2021 | $14,452,000 | -21.3% | 556,269 | -21.2% | 0.03% | -25.0% |
| Q2 2021 | $18,374,000 | +112.0% | 705,600 | +111.5% | 0.04% | +90.5% |
| Q1 2021 | $8,666,000 | +54.0% | 333,652 | +55.3% | 0.02% | +40.0% |
| Q4 2020 | $5,627,000 | +16.9% | 214,851 | +16.6% | 0.02% | +7.1% |
| Q3 2020 | $4,812,000 | +58.0% | 184,320 | +57.3% | 0.01% | +40.0% |
| Q2 2020 | $3,045,000 | +104.5% | 117,143 | -67.1% | 0.01% | +66.7% |
| Q1 2020 | $1,489,000 | – | 356,417 | – | 0.01% | – |
Download | ||||||
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% |