ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 147 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $9,564 | -2.1% | 400 | -1.5% | 0.01% | 0.0% |
| Q1 2023 | $9,768 | -3.5% | 406 | -4.7% | 0.01% | +25.0% |
| Q4 2022 | $10,126 | -40.4% | 426 | -42.4% | 0.01% | -38.5% |
| Q3 2022 | $17,000 | -26.1% | 739 | -21.3% | 0.01% | -23.5% |
| Q2 2022 | $23,000 | -70.1% | 939 | -70.0% | 0.02% | -66.7% |
| Q1 2022 | $77,000 | -86.2% | 3,130 | -85.6% | 0.05% | -85.0% |
| Q4 2021 | $557,000 | -30.4% | 21,729 | -29.5% | 0.34% | -32.9% |
| Q3 2021 | $800,000 | +17.6% | 30,807 | +17.9% | 0.51% | +20.7% |
| Q2 2021 | $680,000 | +672.7% | 26,126 | +670.9% | 0.42% | +636.8% |
| Q1 2021 | $88,000 | +2833.3% | 3,389 | +2747.9% | 0.06% | +2750.0% |
| Q4 2020 | $3,000 | – | 119 | – | 0.00% | – |
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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% |