ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 249 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $4,366,583 | -1.9% | 179,032 | -4.4% | 0.24% | -22.9% |
| Q3 2023 | $4,451,768 | +4.5% | 187,285 | +5.2% | 0.32% | +4.0% |
| Q2 2023 | $4,258,633 | +3.4% | 178,111 | +2.8% | 0.30% | -19.2% |
| Q4 2022 | $4,119,336 | +10.2% | 173,300 | +8.9% | 0.38% | -13.8% |
| Q3 2022 | $3,738,000 | +0.5% | 159,120 | +3.1% | 0.44% | -2.0% |
| Q2 2022 | $3,719,000 | +11.5% | 154,376 | +14.0% | 0.44% | -5.5% |
| Q1 2022 | $3,336,000 | +0.6% | 135,459 | +4.8% | 0.47% | +11.1% |
| Q4 2021 | $3,315,000 | -44.5% | 129,259 | -43.8% | 0.42% | -13.8% |
| Q3 2021 | $5,973,000 | +10.4% | 230,014 | +10.7% | 0.49% | -5.8% |
| Q2 2021 | $5,412,000 | +144.4% | 207,809 | +143.8% | 0.52% | -25.4% |
| Q1 2021 | $2,214,000 | +98.6% | 85,224 | +100.1% | 0.70% | +78.5% |
| Q4 2020 | $1,115,000 | +48.3% | 42,585 | +47.8% | 0.39% | +29.5% |
| Q3 2020 | $752,000 | +62.8% | 28,815 | +62.2% | 0.30% | +40.5% |
| Q2 2020 | $462,000 | +17.6% | 17,770 | +12.6% | 0.22% | -6.1% |
| Q1 2020 | $393,000 | – | 15,780 | – | 0.23% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Francis Financial, Inc. | 405,128 | $9,747,381 | 6.60% |
| First Pacific Financial | 560,686 | $13,490,085 | 6.24% |
| Private Ocean, LLC | 1,080,383 | $25,994,017 | 3.46% |
| Milestone Investment Advisors LLC | 403,796 | $9,715,323 | 3.00% |
| Laurel Wealth Planning LLC | 153,970 | $3,705 | 2.45% |
| Braun-Bostich & Associates Inc. | 42,286 | $1,017,401 | 2.41% |
| Integris Wealth Management, LLC | 242,027 | $5,823,170 | 2.14% |
| Summit Wealth Group, LLC | 2,093,966 | $87 | 2.08% |
| IMPACTfolio, LLC | 95,761 | $2,304,010 | 1.93% |
| Better Money Decisions, LLC | 83,753 | $2,015,090 | 1.70% |