ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 208 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $553,404 | -33.6% | 23,337 | -33.0% | 0.03% | -30.2% |
| Q2 2023 | $833,266 | +3.4% | 34,850 | +4.2% | 0.04% | 0.0% |
| Q1 2023 | $806,086 | +2.1% | 33,445 | +0.7% | 0.04% | -10.4% |
| Q4 2022 | $789,354 | +61.1% | 33,208 | +59.2% | 0.05% | +41.2% |
| Q3 2022 | $490,000 | +0.8% | 20,858 | +3.3% | 0.03% | -8.1% |
| Q2 2022 | $486,000 | -14.3% | 20,192 | -12.3% | 0.04% | -17.8% |
| Q1 2022 | $567,000 | -3.6% | 23,012 | +0.4% | 0.04% | -4.3% |
| Q4 2021 | $588,000 | -1.5% | 22,928 | -0.2% | 0.05% | -4.1% |
| Q3 2021 | $597,000 | +0.3% | 22,978 | +0.5% | 0.05% | 0.0% |
| Q2 2021 | $595,000 | -30.5% | 22,862 | -30.7% | 0.05% | -36.4% |
| Q1 2021 | $856,000 | +11.0% | 32,967 | +11.9% | 0.08% | +4.1% |
| Q4 2020 | $771,000 | -17.5% | 29,451 | -17.8% | 0.07% | -26.7% |
| Q3 2020 | $935,000 | +90.8% | 35,837 | +90.1% | 0.10% | +57.8% |
| Q2 2020 | $490,000 | +504.9% | 18,852 | +479.2% | 0.06% | +392.3% |
| Q1 2020 | $81,000 | +170.0% | 3,255 | +179.9% | 0.01% | +160.0% |
| Q4 2019 | $30,000 | 0.0% | 1,163 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $30,000 | +3.4% | 1,163 | +1.4% | 0.01% | 0.0% |
| Q2 2019 | $29,000 | 0.0% | 1,147 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $29,000 | +3.6% | 1,147 | 0.0% | 0.01% | -16.7% |
| Q4 2018 | $28,000 | 0.0% | 1,147 | 0.0% | 0.01% | -33.3% |
| Q3 2018 | $28,000 | +100.0% | 1,147 | +105.9% | 0.01% | +200.0% |
| Q2 2018 | $14,000 | – | 557 | – | 0.00% | – |
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% |