ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 243 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,652,581 | +5.7% | 69,524 | +6.3% | 0.51% | -6.9% |
| Q2 2023 | $1,563,611 | +23.0% | 65,396 | +23.7% | 0.55% | +7.4% |
| Q1 2023 | $1,271,521 | +12.7% | 52,848 | +11.3% | 0.51% | -38.4% |
| Q4 2022 | $1,128,376 | +13.2% | 47,471 | +11.9% | 0.84% | -1.9% |
| Q3 2022 | $997,000 | +14.6% | 42,426 | +17.5% | 0.85% | -0.5% |
| Q2 2022 | $870,000 | +23.8% | 36,119 | +26.5% | 0.86% | +138.2% |
| Q1 2022 | $703,000 | – | 28,550 | – | 0.36% | – |
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% |