ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 280 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $296,064 | +28.7% | 12,455 | +29.4% | 0.00% | 0.0% |
| Q2 2023 | $230,114 | -33.1% | 9,624 | -32.7% | 0.00% | -33.3% |
| Q1 2023 | $344,020 | -11.1% | 14,298 | -12.1% | 0.01% | -25.0% |
| Q4 2022 | $386,806 | -25.3% | 16,273 | -26.4% | 0.01% | -33.3% |
| Q3 2022 | $518,000 | -7.5% | 22,098 | -5.1% | 0.01% | 0.0% |
| Q2 2022 | $560,000 | -4.3% | 23,287 | -1.9% | 0.01% | +50.0% |
| Q1 2022 | $585,000 | +4.3% | 23,741 | +8.6% | 0.01% | -46.7% |
| Q4 2021 | $561,000 | -1.1% | 21,867 | +0.3% | 0.02% | +7.1% |
| Q3 2021 | $567,000 | +98.9% | 21,811 | +99.2% | 0.01% | +40.0% |
| Q2 2021 | $285,000 | 0.0% | 10,950 | -1.0% | 0.01% | -44.4% |
| Q1 2021 | $285,000 | -1.0% | 11,060 | +0.0% | 0.02% | -10.0% |
| Q4 2020 | $288,000 | -1.0% | 11,057 | -1.0% | 0.02% | -28.6% |
| Q3 2020 | $291,000 | -10.2% | 11,165 | -10.7% | 0.03% | -12.5% |
| Q2 2020 | $324,000 | +2.5% | 12,503 | -1.2% | 0.03% | -36.0% |
| Q1 2020 | $316,000 | -2.5% | 12,651 | -0.9% | 0.05% | -50.0% |
| Q4 2019 | $324,000 | +1.9% | 12,771 | +1.8% | 0.10% | -27.0% |
| Q3 2019 | $318,000 | -25.2% | 12,540 | -25.3% | 0.14% | -11.6% |
| Q2 2019 | $425,000 | +35.4% | 16,782 | +33.3% | 0.16% | +31.4% |
| Q1 2019 | $314,000 | +1.9% | 12,588 | 0.0% | 0.12% | -36.9% |
| Q4 2018 | $308,000 | – | 12,588 | – | 0.19% | – |
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% |