ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 239 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,680 | -1.1% | 71 | 0.0% | 0.00% | – |
| Q2 2023 | $1,698 | -1.1% | 71 | 0.0% | 0.00% | – |
| Q1 2023 | $1,717 | -70.0% | 71 | -70.5% | 0.00% | – |
| Q4 2022 | $5,729 | -4.5% | 241 | -11.7% | 0.00% | – |
| Q3 2022 | $6,000 | -53.8% | 273 | -49.7% | 0.00% | -100.0% |
| Q2 2022 | $13,000 | 0.0% | 543 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $13,000 | -88.4% | 543 | -88.1% | 0.00% | -96.0% |
| Q3 2018 | $112,000 | +45.5% | 4,544 | +45.5% | 0.02% | +31.6% |
| Q2 2018 | $77,000 | 0.0% | 3,124 | 0.0% | 0.02% | -9.5% |
| Q1 2018 | $77,000 | – | 3,124 | – | 0.02% | – |
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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% |