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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $3,705 | -99.9% | 153,970 | +8.2% | 2.45% | +12.5% |
| Q4 2022 | $3,383,541 | +10.1% | 142,345 | +8.8% | 2.18% | -3.5% |
| Q3 2022 | $3,073,000 | +14.0% | 130,818 | +16.9% | 2.26% | +19.2% |
| Q2 2022 | $2,696,000 | -23.9% | 111,910 | -22.2% | 1.90% | -20.7% |
| Q1 2022 | $3,545,000 | +10.3% | 143,915 | +14.8% | 2.39% | -1.8% |
| Q4 2021 | $3,215,000 | +401.6% | 125,351 | +408.4% | 2.44% | +371.2% |
| Q3 2021 | $641,000 | – | 24,658 | – | 0.52% | – |
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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% |