ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 7 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $329,975 | +3.7% | 13,882 | +4.3% | 0.14% | +4.4% |
| Q2 2023 | $318,123 | -0.2% | 13,305 | +0.5% | 0.14% | -4.9% |
| Q1 2023 | $318,627 | +5.3% | 13,243 | +4.1% | 0.14% | 0.0% |
| Q4 2022 | $302,521 | -5.8% | 12,727 | -7.0% | 0.14% | -15.3% |
| Q3 2022 | $321,000 | -2.7% | 13,683 | 0.0% | 0.17% | +0.6% |
| Q2 2022 | $330,000 | -2.7% | 13,683 | -0.6% | 0.17% | +9.7% |
| Q1 2022 | $339,000 | -2.3% | 13,770 | +1.9% | 0.15% | +0.7% |
| Q4 2021 | $347,000 | -0.6% | 13,513 | 0.0% | 0.15% | -3.2% |
| Q3 2021 | $349,000 | +60.1% | 13,513 | +61.5% | 0.16% | +42.3% |
| Q2 2021 | $218,000 | +3.8% | 8,368 | +3.4% | 0.11% | -2.6% |
| Q1 2021 | $210,000 | – | 8,090 | – | 0.11% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 93,483 | $2,288,464 | 1.49% |
| VERITY Wealth Advisors | 25,716 | $629,528 | 0.54% |
| Parkside Advisors LLC | 62,623 | $1,532,999 | 0.42% |
| ST GERMAIN D J CO INC | 203,164 | $4,973,455 | 0.26% |
| Apella Capital, LLC | 179,032 | $4,366,583 | 0.24% |
| CGN Advisors LLC | 37,021 | $906,274 | 0.13% |
| Bartlett & Co. LLC | 63,876 | $1,564 | 0.02% |