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 | $610,770 | -0.6% | 25,695 | 0.0% | 0.11% | -1.8% |
| Q2 2023 | $614,367 | -4.0% | 25,695 | -3.4% | 0.11% | -9.8% |
| Q1 2023 | $639,924 | +1.2% | 26,597 | 0.0% | 0.12% | -5.4% |
| Q4 2022 | $632,211 | +0.8% | 26,597 | -0.4% | 0.13% | -11.6% |
| Q3 2022 | $627,000 | -36.5% | 26,712 | -34.8% | 0.15% | -36.1% |
| Q2 2022 | $987,000 | -41.9% | 40,960 | -40.6% | 0.23% | -36.1% |
| Q1 2022 | $1,699,000 | +11.7% | 68,993 | +16.3% | 0.36% | +12.9% |
| Q4 2021 | $1,521,000 | +5.0% | 59,304 | +6.3% | 0.32% | -10.1% |
| Q3 2021 | $1,449,000 | +21.8% | 55,778 | +22.0% | 0.36% | +15.3% |
| Q2 2021 | $1,190,000 | +108.4% | 45,704 | +108.1% | 0.31% | +83.3% |
| Q1 2021 | $571,000 | – | 21,966 | – | 0.17% | – |
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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% |