ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 216 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,050,967 | +170.9% | 44,214 | +167.9% | 0.24% | +89.0% |
| Q3 2022 | $388,000 | 0.0% | 16,502 | +2.4% | 0.13% | +22.1% |
| Q2 2022 | $388,000 | -51.6% | 16,111 | -50.5% | 0.10% | -46.9% |
| Q1 2022 | $801,000 | -48.2% | 32,541 | -46.0% | 0.20% | -50.0% |
| Q4 2021 | $1,545,000 | -23.7% | 60,233 | -22.7% | 0.39% | -34.0% |
| Q3 2021 | $2,025,000 | +1.4% | 77,956 | +1.7% | 0.59% | -6.0% |
| Q2 2021 | $1,997,000 | +526.0% | 76,675 | +524.2% | 0.63% | +418.0% |
| Q1 2021 | $319,000 | – | 12,283 | – | 0.12% | – |
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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% |