ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 247 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $62,621 | -0.2% | 2,634 | +0.4% | 0.05% | 0.0% |
| Q2 2023 | $62,735 | -0.4% | 2,623 | +0.2% | 0.05% | -3.8% |
| Q1 2023 | $62,989 | +5.0% | 2,618 | +3.3% | 0.05% | -3.7% |
| Q4 2022 | $60,000 | +1.7% | 2,535 | +0.6% | 0.05% | -6.9% |
| Q3 2022 | $59,000 | -4.8% | 2,520 | -2.7% | 0.06% | 0.0% |
| Q2 2022 | $62,000 | -4.6% | 2,590 | -1.3% | 0.06% | 0.0% |
| Q1 2022 | $65,000 | -7.1% | 2,624 | -4.4% | 0.06% | +1.8% |
| Q4 2021 | $70,000 | 0.0% | 2,744 | +1.9% | 0.06% | -6.6% |
| Q3 2021 | $70,000 | +2.9% | 2,693 | +3.1% | 0.06% | 0.0% |
| Q2 2021 | $68,000 | +4.6% | 2,613 | +3.7% | 0.06% | -3.2% |
| Q1 2021 | $65,000 | – | 2,519 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Francis Financial, Inc. | 405,128 | $9,747,381 | 6.60% |
| First Pacific Financial | 560,686 | $13,490,085 | 6.24% |
| Private Ocean, LLC | 1,080,383 | $25,994,017 | 3.46% |
| Milestone Investment Advisors LLC | 403,796 | $9,715,323 | 3.00% |
| Laurel Wealth Planning LLC | 153,970 | $3,705 | 2.45% |
| Braun-Bostich & Associates Inc. | 42,286 | $1,017,401 | 2.41% |
| Integris Wealth Management, LLC | 242,027 | $5,823,170 | 2.14% |
| Summit Wealth Group, LLC | 2,093,966 | $87 | 2.08% |
| IMPACTfolio, LLC | 95,761 | $2,304,010 | 1.93% |
| Better Money Decisions, LLC | 83,753 | $2,015,090 | 1.70% |