ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 216 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $300,052 | -44.5% | 12,471 | -45.2% | 0.19% | -47.6% |
Q4 2022 | $540,791 | +2.2% | 22,751 | +0.2% | 0.36% | +0.9% |
Q3 2022 | $529,000 | -6.5% | 22,698 | -2.2% | 0.35% | +0.9% |
Q2 2022 | $566,000 | -1.0% | 23,199 | -0.1% | 0.35% | +7.4% |
Q1 2022 | $572,000 | -42.3% | 23,231 | -39.9% | 0.32% | -41.5% |
Q4 2021 | $991,000 | +133.2% | 38,648 | +136.5% | 0.56% | +122.4% |
Q3 2021 | $425,000 | – | 16,342 | – | 0.25% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Francis Financial, Inc. | 405,128 | $9,747,381 | 6.60% |
First Pacific Financial | 560,686 | $13,490,085 | 6.24% |
Private Ocean, LLC | 1,080,383 | $25,994,017 | 3.46% |
Milestone Investment Advisors LLC | 403,796 | $9,715,323 | 3.00% |
Laurel Wealth Planning LLC | 153,970 | $3,705 | 2.45% |
Braun-Bostich & Associates Inc. | 42,286 | $1,017,401 | 2.41% |
Integris Wealth Management, LLC | 242,027 | $5,823,170 | 2.14% |
Summit Wealth Group, LLC | 2,093,966 | $87 | 2.08% |
IMPACTfolio, LLC | 95,761 | $2,304,010 | 1.93% |
Better Money Decisions, LLC | 83,753 | $2,015,090 | 1.70% |