ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 247 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,016 | -92.6% | 168 | -92.6% | 0.00% | -100.0% |
| Q2 2023 | $54,019 | -62.9% | 2,259 | -62.7% | 0.00% | -60.0% |
| Q1 2023 | $145,592 | -20.5% | 6,051 | -21.4% | 0.01% | -37.5% |
| Q4 2022 | $183,079 | -50.3% | 7,702 | -50.9% | 0.01% | -52.9% |
| Q3 2022 | $368,000 | -60.8% | 15,675 | -59.7% | 0.02% | -60.5% |
| Q2 2022 | $938,000 | +127.7% | 38,939 | +133.1% | 0.04% | +168.8% |
| Q1 2022 | $412,000 | +5.9% | 16,703 | +10.2% | 0.02% | +14.3% |
| Q4 2021 | $389,000 | +9.6% | 15,154 | +11.0% | 0.01% | 0.0% |
| Q3 2021 | $355,000 | +3127.3% | 13,650 | +3002.3% | 0.01% | +1300.0% |
| Q2 2020 | $11,000 | +10.0% | 440 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $10,000 | – | 440 | – | 0.00% | – |
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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% |