ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 248 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,116,813 | -6.5% | 45,603 | -6.5% | 0.24% | -11.7% |
| Q1 2024 | $1,193,927 | -21.3% | 48,772 | -21.3% | 0.27% | -28.1% |
| Q4 2023 | $1,517,462 | -24.6% | 61,988 | -26.8% | 0.37% | -33.1% |
| Q3 2023 | $2,013,838 | -26.5% | 84,722 | -26.1% | 0.55% | -25.5% |
| Q2 2023 | $2,739,483 | -33.4% | 114,575 | -33.0% | 0.74% | -42.0% |
| Q1 2023 | $4,112,306 | -11.6% | 170,919 | -12.6% | 1.28% | -19.7% |
| Q4 2022 | $4,650,658 | -1.4% | 195,652 | -2.6% | 1.59% | -3.4% |
| Q3 2022 | $4,718,000 | -2.9% | 200,840 | -0.5% | 1.65% | -0.3% |
| Q2 2022 | $4,861,000 | +9.9% | 201,770 | +12.4% | 1.66% | +19.7% |
| Q1 2022 | $4,422,000 | +19.9% | 179,518 | +24.8% | 1.38% | +24.1% |
| Q4 2021 | $3,689,000 | +20.8% | 143,816 | +22.4% | 1.11% | +8.8% |
| Q3 2021 | $3,053,000 | +32.5% | 117,512 | +32.8% | 1.02% | +31.1% |
| Q2 2021 | $2,305,000 | +15.3% | 88,506 | +15.0% | 0.78% | +6.5% |
| Q1 2021 | $1,999,000 | +90.2% | 76,952 | +91.6% | 0.73% | +71.7% |
| Q4 2020 | $1,051,000 | – | 40,157 | – | 0.43% | – |
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% |