ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 216 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $629,528 | -4.4% | 25,716 | -7.2% | 0.54% | -12.7% |
| Q3 2023 | $658,358 | +6.7% | 27,697 | +7.3% | 0.62% | +11.9% |
| Q2 2023 | $617,261 | -0.6% | 25,816 | 0.0% | 0.55% | -3.8% |
| Q1 2023 | $621,133 | +1.2% | 25,816 | 0.0% | 0.58% | -4.3% |
| Q4 2022 | $613,646 | +1.3% | 25,816 | 0.0% | 0.60% | -3.2% |
| Q3 2022 | $606,000 | -2.6% | 25,816 | 0.0% | 0.62% | +3.0% |
| Q2 2022 | $622,000 | +135.6% | 25,816 | +141.1% | 0.60% | +159.2% |
| Q1 2022 | $264,000 | +17.9% | 10,708 | +22.7% | 0.23% | +25.3% |
| Q4 2021 | $224,000 | -1.3% | 8,727 | 0.0% | 0.19% | -8.4% |
| Q3 2021 | $227,000 | 0.0% | 8,727 | 0.0% | 0.20% | -1.5% |
| Q2 2021 | $227,000 | – | 8,727 | – | 0.21% | – |
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% |