ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 178 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $731 | +1.7% | 30,784 | +2.2% | 0.10% | +5.3% |
| Q2 2023 | $719 | +1.1% | 30,108 | +1.8% | 0.09% | -3.1% |
| Q1 2023 | $711 | -47.3% | 29,580 | -47.9% | 0.10% | -51.3% |
| Q4 2022 | $1,349 | -99.6% | 56,764 | +297.5% | 0.20% | +261.8% |
| Q3 2022 | $335,000 | +172.4% | 14,281 | +179.7% | 0.06% | +189.5% |
| Q2 2022 | $123,000 | +15.0% | 5,105 | +17.0% | 0.02% | +26.7% |
| Q1 2022 | $107,000 | -7.0% | 4,363 | -2.7% | 0.02% | -6.2% |
| Q4 2021 | $115,000 | +2200.0% | 4,486 | +2224.4% | 0.02% | +1500.0% |
| Q3 2021 | $5,000 | 0.0% | 193 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $5,000 | 0.0% | 193 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $5,000 | – | 193 | – | 0.00% | – |
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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% |