ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 239 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $228,145 | -12.0% | 9,482 | -13.1% | 0.05% | +31.4% |
| Q4 2022 | $259,373 | +30.3% | 10,912 | +31.8% | 0.04% | -12.5% |
| Q2 2022 | $199,000 | -18.8% | 8,281 | -16.7% | 0.04% | -9.1% |
| Q1 2022 | $245,000 | -27.5% | 9,945 | -24.6% | 0.04% | -21.4% |
| Q4 2021 | $338,000 | -35.5% | 13,193 | -34.6% | 0.06% | -39.8% |
| Q3 2021 | $524,000 | +0.8% | 20,166 | +1.1% | 0.09% | -2.1% |
| Q2 2021 | $520,000 | +100.8% | 19,953 | +99.8% | 0.10% | +61.0% |
| Q1 2021 | $259,000 | +16.1% | 9,986 | +17.0% | 0.06% | +5.4% |
| Q4 2020 | $223,000 | +39.4% | 8,533 | +38.8% | 0.06% | +7.7% |
| Q3 2020 | $160,000 | +19.4% | 6,148 | +19.7% | 0.05% | +2.0% |
| Q2 2020 | $134,000 | +14.5% | 5,136 | +9.2% | 0.05% | -3.8% |
| Q1 2020 | $117,000 | -5.6% | 4,704 | -3.7% | 0.05% | +12.8% |
| Q4 2019 | $124,000 | +106.7% | 4,887 | +108.0% | 0.05% | +74.1% |
| Q3 2019 | $60,000 | +900.0% | 2,349 | +912.5% | 0.03% | +800.0% |
| Q2 2019 | $6,000 | – | 232 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 367,192 | $9,044,000 | 4.65% |
| Private Ocean, LLC | 1,131,724 | $27,874,000 | 3.48% |
| Laurel Wealth Planning LLC | 143,915 | $3,545,000 | 2.39% |
| Braun-Bostich & Associates Inc. | 43,415 | $1,069,000 | 2.30% |
| Stewardship Advisors, LLC | 224,767 | $5,536,000 | 2.04% |
| Summit Wealth Group, LLC | 72,829 | $1,794,000 | 1.88% |
| IMPACTfolio, LLC | 91,101 | $2,244,000 | 1.67% |
| Evergreen Wealth Solutions, LLC | 58,973 | $1,453,000 | 1.41% |
| Affinity Capital Advisors, LLC | 179,518 | $4,422,000 | 1.38% |
| Arlington Financial Advisors, LLC | 145,302 | $3,579,000 | 1.36% |