ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 239 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,822,234 | +5.1% | 665,639 | +5.7% | 7.05% | +10.4% |
| Q2 2023 | $15,059,097 | +11.6% | 629,824 | +12.3% | 6.39% | +2.3% |
| Q1 2023 | $13,490,085 | +68.1% | 560,686 | +66.1% | 6.24% | +57.8% |
| Q4 2022 | $8,024,795 | +6.9% | 337,602 | +5.6% | 3.96% | -8.3% |
| Q3 2022 | $7,510,000 | -13.4% | 319,713 | -11.2% | 4.32% | +6.0% |
| Q2 2022 | $8,670,000 | -4.1% | 359,864 | -2.0% | 4.07% | -12.4% |
| Q1 2022 | $9,044,000 | +1230.0% | 367,192 | +1285.9% | 4.65% | +1317.4% |
| Q4 2021 | $680,000 | – | 26,495 | – | 0.33% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 367,192 | $9,044,000 | 4.65% |
| Private Ocean, LLC | 1,131,724 | $27,874,000 | 3.48% |
| Laurel Wealth Planning LLC | 143,915 | $3,545,000 | 2.39% |
| Braun-Bostich & Associates Inc. | 43,415 | $1,069,000 | 2.30% |
| Stewardship Advisors, LLC | 224,767 | $5,536,000 | 2.04% |
| Summit Wealth Group, LLC | 72,829 | $1,794,000 | 1.88% |
| IMPACTfolio, LLC | 91,101 | $2,244,000 | 1.67% |
| Evergreen Wealth Solutions, LLC | 58,973 | $1,453,000 | 1.41% |
| Affinity Capital Advisors, LLC | 179,518 | $4,422,000 | 1.38% |
| Arlington Financial Advisors, LLC | 145,302 | $3,579,000 | 1.36% |