ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 147 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $56,000 | +1.8% | 2,399 | +3.6% | 0.02% | +6.7% |
| Q2 2022 | $55,000 | +3.8% | 2,315 | +6.9% | 0.02% | +25.0% |
| Q1 2022 | $53,000 | +1.9% | 2,165 | +4.9% | 0.01% | 0.0% |
| Q4 2021 | $52,000 | -1.9% | 2,064 | +0.0% | 0.01% | -7.7% |
| Q3 2021 | $53,000 | 0.0% | 2,063 | 0.0% | 0.01% | -7.1% |
| Q2 2021 | $53,000 | +17.8% | 2,063 | +18.1% | 0.01% | +7.7% |
| Q1 2021 | $45,000 | +114.3% | 1,747 | +114.9% | 0.01% | +116.7% |
| Q4 2020 | $21,000 | +40.0% | 813 | +41.4% | 0.01% | +20.0% |
| Q3 2020 | $15,000 | +7.1% | 575 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $14,000 | 0.0% | 575 | 0.0% | 0.01% | -28.6% |
| Q1 2020 | $14,000 | +27.3% | 575 | +28.3% | 0.01% | +75.0% |
| Q4 2019 | $11,000 | 0.0% | 448 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $11,000 | 0.0% | 448 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $11,000 | – | 448 | – | 0.00% | – |
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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% |