ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 242 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $226 | -3.0% | 9,513 | -2.6% | 0.05% | +2.2% |
| Q2 2023 | $233 | -52.6% | 9,762 | -52.2% | 0.04% | -54.5% |
| Q1 2023 | $492 | +1.2% | 20,433 | 0.0% | 0.10% | -20.2% |
| Q4 2022 | $486 | -99.9% | 20,433 | +2.3% | 0.12% | -11.4% |
| Q3 2022 | $469,000 | -12.2% | 19,977 | -9.8% | 0.14% | -7.3% |
| Q2 2022 | $534,000 | +42.8% | 22,156 | +46.0% | 0.15% | +54.1% |
| Q1 2022 | $374,000 | -2.1% | 15,178 | +1.9% | 0.10% | -15.5% |
| Q4 2021 | $382,000 | -0.5% | 14,897 | +0.7% | 0.12% | -10.1% |
| Q3 2021 | $384,000 | -0.8% | 14,792 | -0.4% | 0.13% | -3.7% |
| Q2 2021 | $387,000 | +1.0% | 14,857 | +0.7% | 0.13% | -8.8% |
| Q1 2021 | $383,000 | -1.5% | 14,755 | -0.7% | 0.15% | -7.5% |
| Q4 2020 | $389,000 | -24.6% | 14,865 | -24.9% | 0.16% | -32.6% |
| Q3 2020 | $516,000 | -13.9% | 19,785 | -14.1% | 0.24% | -24.4% |
| Q2 2020 | $599,000 | -6.1% | 23,042 | -10.0% | 0.31% | -25.4% |
| Q1 2020 | $638,000 | -3.2% | 25,615 | -1.2% | 0.42% | -2.8% |
| Q4 2019 | $659,000 | +10.6% | 25,933 | +10.7% | 0.43% | +1.7% |
| Q3 2019 | $596,000 | +10.2% | 23,423 | +9.7% | 0.42% | +6.3% |
| Q2 2019 | $541,000 | -31.8% | 21,351 | -32.7% | 0.40% | -33.1% |
| Q1 2019 | $793,000 | +18.4% | 31,714 | +15.7% | 0.60% | +8.8% |
| Q4 2018 | $670,000 | – | 27,409 | – | 0.55% | – |
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% |