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 | $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 | 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% |