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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,272 | +2.4% | 94,451 | +1.2% | 0.93% | -5.6% |
| Q4 2022 | $2,219 | -99.9% | 93,336 | +1.8% | 0.99% | -3.7% |
| Q3 2022 | $2,154,000 | +17.3% | 91,717 | +20.3% | 1.02% | +21.9% |
| Q2 2022 | $1,836,000 | -40.1% | 76,217 | -38.7% | 0.84% | -32.9% |
| Q1 2022 | $3,065,000 | -14.0% | 124,431 | -10.4% | 1.25% | -9.7% |
| Q4 2021 | $3,562,000 | +18.9% | 138,858 | +20.4% | 1.39% | +11.2% |
| Q3 2021 | $2,996,000 | +33.3% | 115,337 | +33.6% | 1.25% | +28.1% |
| Q2 2021 | $2,248,000 | +8.2% | 86,344 | +7.9% | 0.97% | -14.3% |
| Q1 2021 | $2,078,000 | +33.2% | 80,024 | +34.3% | 1.14% | +22.5% |
| Q4 2020 | $1,560,000 | -1.5% | 59,585 | -1.7% | 0.93% | -13.1% |
| Q3 2020 | $1,583,000 | +16.3% | 60,643 | +15.9% | 1.07% | +4.3% |
| Q2 2020 | $1,361,000 | +19.9% | 52,329 | +14.9% | 1.02% | +3.3% |
| Q1 2020 | $1,135,000 | +155.1% | 45,546 | +160.4% | 0.99% | +169.8% |
| Q4 2019 | $445,000 | – | 17,491 | – | 0.37% | – |
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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% |