ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 263 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,083,492 | -2.0% | 45,582 | -1.5% | 0.36% | -14.9% |
| Q2 2023 | $1,106,152 | +10.6% | 46,263 | +11.2% | 0.42% | +6.9% |
| Q1 2023 | $1,000,540 | +0.9% | 41,585 | -0.4% | 0.39% | -7.1% |
| Q4 2022 | $992,000 | -7.2% | 41,733 | -8.3% | 0.42% | -16.2% |
| Q3 2022 | $1,069,000 | -3.7% | 45,509 | -1.2% | 0.50% | +3.3% |
| Q2 2022 | $1,110,000 | -0.5% | 46,084 | +1.7% | 0.48% | +14.1% |
| Q1 2022 | $1,116,000 | +13.6% | 45,319 | +18.3% | 0.42% | +18.1% |
| Q4 2021 | $982,000 | +4.2% | 38,303 | +5.6% | 0.36% | -8.9% |
| Q3 2021 | $942,000 | +3.5% | 36,269 | +4.0% | 0.40% | +0.5% |
| Q2 2021 | $910,000 | +190.7% | 34,888 | +189.5% | 0.39% | +211.9% |
| Q1 2021 | $313,000 | – | 12,052 | – | 0.13% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Francis Financial, Inc. | 405,128 | $9,747,381 | 6.60% |
| First Pacific Financial | 560,686 | $13,490,085 | 6.24% |
| Private Ocean, LLC | 1,080,383 | $25,994,017 | 3.46% |
| Milestone Investment Advisors LLC | 403,796 | $9,715,323 | 3.00% |
| Laurel Wealth Planning LLC | 153,970 | $3,705 | 2.45% |
| Braun-Bostich & Associates Inc. | 42,286 | $1,017,401 | 2.41% |
| Integris Wealth Management, LLC | 242,027 | $5,823,170 | 2.14% |
| Summit Wealth Group, LLC | 2,093,966 | $87 | 2.08% |
| IMPACTfolio, LLC | 95,761 | $2,304,010 | 1.93% |
| Better Money Decisions, LLC | 83,753 | $2,015,090 | 1.70% |