ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 212 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $371,626 | +3.2% | 15,175 | +3.2% | 0.02% | -3.8% |
| Q1 2024 | $360,106 | +30.3% | 14,710 | +30.3% | 0.03% | +18.2% |
| Q4 2023 | $276,354 | +2.1% | 11,289 | -0.9% | 0.02% | -8.3% |
| Q3 2023 | $270,778 | -3.6% | 11,392 | -3.0% | 0.02% | +14.3% |
| Q2 2023 | $280,786 | -19.5% | 11,743 | -19.0% | 0.02% | -27.6% |
| Q1 2023 | $348,646 | +0.2% | 14,491 | -1.0% | 0.03% | -14.7% |
| Q4 2022 | $348,005 | -5.2% | 14,641 | -6.3% | 0.03% | -19.0% |
| Q3 2022 | $367,000 | -12.8% | 15,623 | -10.7% | 0.04% | -12.5% |
| Q2 2022 | $421,000 | -5.8% | 17,495 | -3.6% | 0.05% | +6.7% |
| Q1 2022 | $447,000 | -8.0% | 18,146 | -4.2% | 0.04% | -6.2% |
| Q4 2021 | $486,000 | -2.2% | 18,946 | -0.9% | 0.05% | -12.7% |
| Q3 2021 | $497,000 | +7.8% | 19,113 | +8.0% | 0.06% | +3.8% |
| Q2 2021 | $461,000 | -7.4% | 17,695 | -7.7% | 0.05% | -17.2% |
| Q1 2021 | $498,000 | +1.0% | 19,175 | +1.8% | 0.06% | -22.9% |
| Q4 2020 | $493,000 | +25.8% | 18,828 | +24.9% | 0.08% | +10.7% |
| Q3 2020 | $392,000 | – | 15,076 | – | 0.08% | – |
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% |