ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 147 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,323 | -0.6% | 266 | 0.0% | 0.00% | – |
| Q2 2023 | $6,360 | -0.6% | 266 | 0.0% | 0.00% | – |
| Q1 2023 | $6,400 | -92.0% | 266 | -92.1% | 0.00% | -100.0% |
| Q4 2022 | $79,814 | -31.8% | 3,358 | -32.3% | 0.00% | -50.0% |
| Q3 2022 | $117,000 | -7.9% | 4,963 | -5.8% | 0.00% | 0.0% |
| Q2 2022 | $127,000 | -13.0% | 5,267 | -11.2% | 0.00% | 0.0% |
| Q1 2022 | $146,000 | -42.7% | 5,932 | -40.4% | 0.00% | -50.0% |
| Q4 2021 | $255,000 | -29.2% | 9,946 | -28.2% | 0.00% | -33.3% |
| Q3 2021 | $360,000 | -29.8% | 13,857 | -29.6% | 0.01% | -33.3% |
| Q2 2021 | $513,000 | -99.9% | 19,697 | -13.1% | 0.01% | +80.0% |
| Q1 2021 | $588,718,000 | +420412.9% | 22,664 | +322.5% | 0.01% | +66.7% |
| Q4 2020 | $140,000 | +34.6% | 5,364 | +34.3% | 0.00% | 0.0% |
| Q3 2020 | $104,000 | -28.3% | 3,993 | -28.4% | 0.00% | -25.0% |
| Q2 2020 | $145,000 | -31.6% | 5,573 | -34.6% | 0.00% | -50.0% |
| Q1 2020 | $212,000 | -16.5% | 8,525 | -15.0% | 0.01% | 0.0% |
| Q4 2019 | $254,000 | 0.0% | 10,025 | +0.2% | 0.01% | -11.1% |
| Q3 2019 | $254,000 | +67.1% | 10,004 | +66.6% | 0.01% | +50.0% |
| Q2 2019 | $152,000 | +1800.0% | 6,004 | +1753.1% | 0.01% | – |
| Q3 2018 | $8,000 | 0.0% | 324 | 0.0% | 0.00% | – |
| Q2 2018 | $8,000 | – | 324 | – | 0.00% | – |
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% |