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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $285,883 | -30.7% | 12,027 | -30.3% | 0.16% | -27.1% |
| Q2 2023 | $412,649 | -0.8% | 17,258 | -0.2% | 0.22% | -6.2% |
| Q1 2023 | $416,170 | -0.8% | 17,297 | -2.0% | 0.24% | -1.6% |
| Q4 2022 | $419,726 | -40.9% | 17,658 | -41.6% | 0.24% | -42.5% |
| Q3 2022 | $710,000 | -38.0% | 30,236 | -36.4% | 0.42% | -32.7% |
| Q2 2022 | $1,146,000 | -6.3% | 47,560 | -4.2% | 0.63% | +10.3% |
| Q1 2022 | $1,223,000 | +4.1% | 49,653 | +8.4% | 0.57% | +6.9% |
| Q4 2021 | $1,175,000 | -2.7% | 45,803 | -1.4% | 0.53% | -10.3% |
| Q3 2021 | $1,207,000 | +26.9% | 46,445 | +27.2% | 0.60% | +29.1% |
| Q2 2021 | $951,000 | +0.2% | 36,517 | 0.0% | 0.46% | -4.2% |
| Q1 2021 | $949,000 | +2.7% | 36,517 | +3.5% | 0.48% | -1.8% |
| Q4 2020 | $924,000 | +3.0% | 35,283 | +2.7% | 0.49% | -7.7% |
| Q3 2020 | $897,000 | +11.4% | 34,363 | +11.0% | 0.53% | +1.7% |
| Q2 2020 | $805,000 | +30.7% | 30,955 | +25.2% | 0.52% | +13.0% |
| Q1 2020 | $616,000 | -5.1% | 24,715 | -3.2% | 0.46% | +21.6% |
| Q4 2019 | $649,000 | +16.3% | 25,540 | +16.4% | 0.38% | +7.0% |
| Q3 2019 | $558,000 | +102.2% | 21,940 | +101.7% | 0.36% | +91.9% |
| Q2 2019 | $276,000 | +7.0% | 10,880 | +5.3% | 0.18% | +3.4% |
| Q1 2019 | $258,000 | – | 10,330 | – | 0.18% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 367,192 | $9,044,000 | 4.65% |
| Private Ocean, LLC | 1,131,724 | $27,874,000 | 3.48% |
| Laurel Wealth Planning LLC | 143,915 | $3,545,000 | 2.39% |
| Braun-Bostich & Associates Inc. | 43,415 | $1,069,000 | 2.30% |
| Stewardship Advisors, LLC | 224,767 | $5,536,000 | 2.04% |
| Summit Wealth Group, LLC | 72,829 | $1,794,000 | 1.88% |
| IMPACTfolio, LLC | 91,101 | $2,244,000 | 1.67% |
| Evergreen Wealth Solutions, LLC | 58,973 | $1,453,000 | 1.41% |
| Affinity Capital Advisors, LLC | 179,518 | $4,422,000 | 1.38% |
| Arlington Financial Advisors, LLC | 145,302 | $3,579,000 | 1.36% |