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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $347,282 | -7.2% | 14,434 | -8.4% | 0.02% | -24.2% |
| Q4 2022 | $374,381 | +15.5% | 15,750 | +19.7% | 0.03% | +32.0% |
| Q1 2022 | $324,000 | -2.7% | 13,153 | +0.1% | 0.02% | -3.8% |
| Q4 2021 | $333,000 | +0.9% | 13,144 | +3.6% | 0.03% | -3.7% |
| Q3 2021 | $330,000 | -5.7% | 12,690 | -5.6% | 0.03% | -6.9% |
| Q2 2021 | $350,000 | +21.1% | 13,445 | +20.6% | 0.03% | +7.4% |
| Q1 2021 | $289,000 | – | 11,150 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 93,483 | $2,288,464 | 1.49% |
| VERITY Wealth Advisors | 25,716 | $629,528 | 0.54% |
| Parkside Advisors LLC | 62,623 | $1,532,999 | 0.42% |
| ST GERMAIN D J CO INC | 203,164 | $4,973,455 | 0.26% |
| Apella Capital, LLC | 179,032 | $4,366,583 | 0.24% |
| CGN Advisors LLC | 37,021 | $906,274 | 0.13% |
| Bartlett & Co. LLC | 63,876 | $1,564 | 0.02% |