ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 242 filers reported holding ISHARES TR in Q2 2022. 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% | – |
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% |