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 | $4,675,678 | -1.7% | 196,705 | -2.8% | 1.88% | -8.6% |
| Q3 2022 | $4,756,000 | -0.1% | 202,463 | +2.5% | 2.06% | +3.0% |
| Q2 2022 | $4,759,000 | -14.0% | 197,533 | -12.1% | 2.00% | -2.1% |
| Q1 2022 | $5,536,000 | -14.3% | 224,767 | -10.8% | 2.04% | -12.1% |
| Q4 2021 | $6,462,000 | -4.4% | 251,921 | -3.2% | 2.32% | -9.3% |
| Q3 2021 | $6,760,000 | -44.1% | 260,208 | -44.0% | 2.56% | -43.5% |
| Q2 2021 | $12,097,000 | -0.8% | 464,557 | -1.0% | 4.53% | -5.4% |
| Q1 2021 | $12,189,000 | +21.5% | 469,247 | +22.5% | 4.79% | +17.3% |
| Q4 2020 | $10,029,000 | +12.1% | 383,083 | +11.7% | 4.08% | -8.7% |
| Q3 2020 | $8,946,000 | +10.8% | 342,811 | +10.5% | 4.48% | +0.0% |
| Q2 2020 | $8,072,000 | +26.1% | 310,361 | +20.8% | 4.47% | +7.5% |
| Q1 2020 | $6,403,000 | -1.7% | 256,946 | +0.3% | 4.16% | +1.7% |
| Q4 2019 | $6,516,000 | – | 256,241 | – | 4.09% | – |
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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% |