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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $245,000 | -59.8% | 10,182 | -60.3% | 0.06% | -61.6% |
| Q4 2022 | $609,000 | +31.5% | 25,626 | +30.1% | 0.16% | +21.4% |
| Q3 2022 | $463,000 | -13.0% | 19,693 | -10.8% | 0.13% | -9.0% |
| Q2 2022 | $532,000 | -12.8% | 22,072 | -10.9% | 0.14% | -3.4% |
| Q1 2022 | $610,000 | -53.2% | 24,781 | -51.2% | 0.15% | -54.3% |
| Q4 2021 | $1,304,000 | -30.6% | 50,828 | -29.7% | 0.33% | -36.9% |
| Q3 2021 | $1,878,000 | -37.4% | 72,288 | -37.3% | 0.52% | -38.3% |
| Q2 2021 | $3,002,000 | +118.2% | 115,278 | +117.6% | 0.84% | +93.5% |
| Q1 2021 | $1,376,000 | +72.4% | 52,966 | +73.7% | 0.43% | +57.5% |
| Q4 2020 | $798,000 | -14.1% | 30,492 | -14.3% | 0.28% | -23.8% |
| Q3 2020 | $929,000 | +47.0% | 35,576 | +46.5% | 0.36% | +30.3% |
| Q2 2020 | $632,000 | +16.4% | 24,285 | +11.5% | 0.28% | -3.1% |
| Q1 2020 | $543,000 | – | 21,787 | – | 0.29% | – |
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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% |