ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 216 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $376,367 | -9.6% | 15,834 | -9.0% | 0.04% | -8.5% |
| Q2 2023 | $416,219 | -2.9% | 17,408 | -2.3% | 0.05% | -9.6% |
| Q1 2023 | $428,846 | +4.2% | 17,824 | +3.0% | 0.05% | -3.7% |
| Q4 2022 | $411,504 | +0.6% | 17,312 | -0.5% | 0.05% | -10.0% |
| Q3 2022 | $409,000 | -30.7% | 17,401 | -28.9% | 0.06% | -30.2% |
| Q2 2022 | $590,000 | -1.8% | 24,477 | +0.3% | 0.09% | +13.2% |
| Q1 2022 | $601,000 | -18.5% | 24,394 | -15.1% | 0.08% | -22.4% |
| Q4 2021 | $737,000 | -1.2% | 28,728 | +0.1% | 0.10% | -26.9% |
| Q3 2021 | $746,000 | +7.5% | 28,707 | +7.7% | 0.13% | +6.3% |
| Q2 2021 | $694,000 | -0.1% | 26,660 | -0.4% | 0.13% | -16.6% |
| Q1 2021 | $695,000 | +166.3% | 26,757 | +167.9% | 0.15% | +228.3% |
| Q4 2020 | $261,000 | – | 9,988 | – | 0.05% | – |
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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% |