ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 178 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $711,698 | -1.7% | 29,941 | -1.1% | 0.00% | 0.0% |
| Q2 2023 | $723,923 | +99340.0% | 30,277 | +0.0% | 0.00% | 0.0% |
| Q1 2023 | $728 | +2.4% | 30,269 | +1.1% | 0.00% | -25.0% |
| Q4 2022 | $711 | -99.9% | 29,940 | -3.0% | 0.00% | 0.0% |
| Q3 2022 | $724,000 | -3.3% | 30,854 | -0.9% | 0.00% | 0.0% |
| Q2 2022 | $749,000 | +2.6% | 31,129 | +5.0% | 0.00% | 0.0% |
| Q1 2022 | $730,000 | -6.3% | 29,658 | -2.4% | 0.00% | 0.0% |
| Q4 2021 | $779,000 | +91.4% | 30,394 | +93.6% | 0.00% | +100.0% |
| Q3 2021 | $407,000 | +33.4% | 15,701 | +34.0% | 0.00% | 0.0% |
| Q2 2021 | $305,000 | +425.9% | 11,717 | +419.6% | 0.00% | – |
| Q1 2021 | $58,000 | – | 2,255 | – | 0.00% | – |
Download | ||||||
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% |