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 2022 | $1,715,000 | -26.0% | 69,620 | -23.0% | 0.08% | -45.4% |
| Q4 2021 | $2,319,000 | +9.9% | 90,394 | +11.3% | 0.14% | -9.6% |
| Q3 2021 | $2,111,000 | +64.7% | 81,239 | +65.1% | 0.16% | +66.0% |
| Q2 2021 | $1,282,000 | +361.2% | 49,220 | +363.0% | 0.09% | +135.0% |
| Q1 2021 | $278,000 | 0.0% | 10,631 | 0.0% | 0.04% | +2.6% |
| Q4 2020 | $278,000 | -33.2% | 10,631 | -33.5% | 0.04% | -42.6% |
| Q3 2020 | $416,000 | -10.3% | 15,994 | -10.3% | 0.07% | -10.5% |
| Q2 2020 | $464,000 | -46.7% | 17,832 | -49.0% | 0.08% | -52.5% |
| Q1 2020 | $871,000 | +98.4% | 34,939 | +102.3% | 0.16% | +131.9% |
| Q4 2019 | $439,000 | +18.0% | 17,270 | +18.1% | 0.07% | +13.1% |
| Q3 2019 | $372,000 | +33.3% | 14,622 | +32.9% | 0.06% | +38.6% |
| Q2 2019 | $279,000 | +11.6% | 11,004 | +10.2% | 0.04% | +10.0% |
| Q1 2019 | $250,000 | – | 9,983 | – | 0.04% | – |
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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% |