ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 242 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $283,051 | +1.3% | 11,764 | +0.1% | 0.10% | -1.9% |
| Q4 2022 | $279,351 | +5.8% | 11,752 | +4.6% | 0.10% | -2.8% |
| Q3 2022 | $264,000 | -11.7% | 11,239 | -9.4% | 0.11% | -7.8% |
| Q2 2022 | $299,000 | -35.1% | 12,400 | -33.7% | 0.12% | -23.2% |
| Q1 2022 | $461,000 | -11.9% | 18,713 | -8.3% | 0.15% | -8.5% |
| Q4 2021 | $523,000 | +58.0% | 20,401 | +60.7% | 0.16% | +50.0% |
| Q3 2021 | $331,000 | 0.0% | 12,697 | 0.0% | 0.11% | -7.6% |
| Q2 2021 | $331,000 | +28.3% | 12,697 | +28.0% | 0.12% | +29.3% |
| Q1 2021 | $258,000 | +34.4% | 9,919 | +35.5% | 0.09% | +26.0% |
| Q4 2020 | $192,000 | -24.7% | 7,321 | -25.0% | 0.07% | -36.0% |
| Q3 2020 | $255,000 | +0.8% | 9,766 | +0.4% | 0.11% | -2.6% |
| Q2 2020 | $253,000 | +66.4% | 9,730 | +59.5% | 0.12% | +48.1% |
| Q1 2020 | $152,000 | +3.4% | 6,100 | +5.4% | 0.08% | +25.4% |
| Q4 2019 | $147,000 | – | 5,786 | – | 0.06% | – |
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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% |