ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 247 filers reported holding ISHARES TR in Q4 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% | – |
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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% |