ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 242 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $715,315 | -29.7% | 29,917 | -29.3% | 1.53% | -36.4% |
| Q1 2023 | $1,017,401 | -0.0% | 42,286 | -1.2% | 2.41% | -18.0% |
| Q4 2022 | $1,017,451 | +1.7% | 42,804 | +0.6% | 2.94% | -4.0% |
| Q3 2022 | $1,000,000 | -3.8% | 42,552 | -1.3% | 3.06% | +13.3% |
| Q2 2022 | $1,039,000 | -2.8% | 43,119 | -0.7% | 2.70% | +17.4% |
| Q1 2022 | $1,069,000 | -9.1% | 43,415 | -4.1% | 2.30% | +3.8% |
| Q3 2021 | $1,176,000 | -0.9% | 45,276 | -0.7% | 2.22% | +2.5% |
| Q2 2021 | $1,187,000 | 0.0% | 45,574 | -0.2% | 2.16% | -5.2% |
| Q1 2021 | $1,187,000 | -1.2% | 45,682 | -0.5% | 2.28% | -5.5% |
| Q4 2020 | $1,202,000 | -0.9% | 45,909 | -1.2% | 2.42% | +100.3% |
| Q3 2020 | $1,213,000 | +0.3% | 46,467 | 0.0% | 1.21% | +2.2% |
| Q2 2020 | $1,209,000 | +6.3% | 46,467 | +1.1% | 1.18% | -18.5% |
| Q1 2020 | $1,137,000 | -2.7% | 45,956 | +0.1% | 1.45% | +25.8% |
| Q4 2019 | $1,169,000 | +0.9% | 45,894 | +0.8% | 1.15% | -14.5% |
| Q3 2019 | $1,158,000 | +29.8% | 45,513 | +29.2% | 1.35% | +44.4% |
| Q2 2019 | $892,000 | – | 35,215 | – | 0.93% | – |
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% |