ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 249 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,319,667 | +14.7% | 97,588 | +15.4% | 0.52% | +16.7% |
| Q2 2023 | $2,021,710 | +18.8% | 84,555 | +19.5% | 0.45% | +14.2% |
| Q1 2023 | $1,701,932 | +4.9% | 70,737 | +3.6% | 0.39% | -2.2% |
| Q4 2022 | $1,622,231 | +11.3% | 68,247 | +10.0% | 0.40% | +8.9% |
| Q3 2022 | $1,457,000 | +61.9% | 62,018 | +65.9% | 0.37% | +65.9% |
| Q2 2022 | $900,000 | +12.5% | 37,380 | +15.0% | 0.22% | +21.2% |
| Q1 2022 | $800,000 | +50.1% | 32,495 | +56.5% | 0.18% | +53.3% |
| Q4 2021 | $533,000 | +38.1% | 20,766 | +39.6% | 0.12% | +27.7% |
| Q3 2021 | $386,000 | +359.5% | 14,876 | +362.3% | 0.09% | +347.6% |
| Q2 2021 | $84,000 | +1300.0% | 3,218 | +1213.5% | 0.02% | +950.0% |
| Q1 2021 | $6,000 | – | 245 | – | 0.00% | – |
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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% |