ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 247 filers reported holding ISHARES TR in Q4 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 | 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% |