ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 243 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,446,220 | +4.7% | 60,842 | +5.3% | 0.45% | +9.5% |
Q2 2023 | $1,380,967 | +20.9% | 57,757 | +21.7% | 0.41% | +16.2% |
Q1 2023 | $1,141,841 | +58.0% | 47,458 | +56.1% | 0.35% | +45.5% |
Q4 2022 | $722,729 | +4.3% | 30,405 | +3.1% | 0.24% | -18.8% |
Q3 2022 | $693,000 | – | 29,504 | – | 0.30% | – |
Download |
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% |