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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $366,747 | -0.6% | 15,429 | 0.0% | 0.24% | +3.0% |
| Q2 2023 | $368,907 | -0.6% | 15,429 | 0.0% | 0.24% | -3.7% |
| Q1 2023 | $371,222 | +1.2% | 15,429 | 0.0% | 0.24% | -3.6% |
| Q4 2022 | $366,747 | +1.3% | 15,429 | 0.0% | 0.25% | -8.0% |
| Q3 2022 | $362,000 | -2.7% | 15,429 | 0.0% | 0.28% | +6.2% |
| Q2 2022 | $372,000 | -6.8% | 15,429 | -4.8% | 0.26% | +8.4% |
| Q1 2022 | $399,000 | -4.1% | 16,199 | 0.0% | 0.24% | -0.4% |
| Q4 2021 | $416,000 | -1.2% | 16,199 | 0.0% | 0.24% | -8.7% |
| Q3 2021 | $421,000 | -0.2% | 16,199 | 0.0% | 0.26% | -0.8% |
| Q2 2021 | $422,000 | +0.2% | 16,199 | 0.0% | 0.26% | -5.7% |
| Q1 2021 | $421,000 | -0.7% | 16,199 | 0.0% | 0.28% | -8.8% |
| Q4 2020 | $424,000 | +0.2% | 16,199 | 0.0% | 0.31% | -15.8% |
| Q3 2020 | $423,000 | +0.5% | 16,199 | 0.0% | 0.37% | -3.9% |
| Q2 2020 | $421,000 | +19.9% | 16,199 | +15.1% | 0.38% | +2.7% |
| Q1 2020 | $351,000 | +36.0% | 14,079 | +38.5% | 0.37% | +67.9% |
| Q4 2019 | $258,000 | – | 10,163 | – | 0.22% | – |
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% |