ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 208 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $906,274 | -14.7% | 37,021 | -17.1% | 0.13% | -11.9% |
| Q3 2023 | $1,062,091 | +40.6% | 44,682 | +41.4% | 0.14% | +32.4% |
| Q2 2023 | $755,652 | -2.1% | 31,604 | -1.5% | 0.11% | -11.5% |
| Q1 2023 | $771,773 | -32.1% | 32,077 | -33.0% | 0.12% | -39.0% |
| Q4 2022 | $1,137,466 | +0.0% | 47,853 | -1.1% | 0.20% | -29.8% |
| Q3 2022 | $1,137,000 | +17.9% | 48,408 | +20.9% | 0.28% | +4.8% |
| Q2 2022 | $964,000 | -42.0% | 40,037 | -40.6% | 0.27% | -34.3% |
| Q1 2022 | $1,661,000 | +108.9% | 67,429 | +117.6% | 0.41% | +100.0% |
| Q4 2021 | $795,000 | +49.7% | 30,987 | +51.5% | 0.21% | +19.7% |
| Q3 2021 | $531,000 | -37.8% | 20,448 | -37.7% | 0.17% | -35.9% |
| Q2 2021 | $854,000 | +19.1% | 32,812 | +18.9% | 0.27% | +4.7% |
| Q1 2021 | $717,000 | +26.5% | 27,601 | +27.3% | 0.26% | +13.7% |
| Q4 2020 | $567,000 | – | 21,675 | – | 0.23% | – |
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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% |