ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 242 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $543,050 | +0.9% | 22,174 | +0.9% | 0.04% | -11.9% |
| Q1 2024 | $538,045 | -1.6% | 21,979 | -1.6% | 0.04% | -12.5% |
| Q4 2023 | $546,985 | +2.9% | 22,344 | -0.1% | 0.05% | -7.7% |
| Q3 2023 | $531,567 | +0.8% | 22,363 | +1.4% | 0.05% | -1.9% |
| Q2 2023 | $527,160 | +3.9% | 22,048 | +4.5% | 0.05% | -3.6% |
| Q1 2023 | $507,516 | +4.2% | 21,094 | +3.0% | 0.06% | -5.2% |
| Q4 2022 | $487,032 | +2.5% | 20,489 | +1.3% | 0.06% | -14.7% |
| Q3 2022 | $475,000 | +13.4% | 20,227 | +16.4% | 0.07% | -5.6% |
| Q2 2022 | $419,000 | +43.0% | 17,375 | +46.2% | 0.07% | +53.2% |
| Q1 2022 | $293,000 | +14.5% | 11,883 | +18.9% | 0.05% | +14.6% |
| Q4 2021 | $256,000 | +6.2% | 9,992 | +7.8% | 0.04% | -14.6% |
| Q3 2021 | $241,000 | +18.7% | 9,271 | +19.2% | 0.05% | +2.1% |
| Q2 2021 | $203,000 | +3.6% | 7,778 | +3.3% | 0.05% | -19.0% |
| Q1 2021 | $196,000 | +4800.0% | 7,528 | +4490.2% | 0.06% | +5700.0% |
| Q4 2020 | $4,000 | – | 164 | – | 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% |