ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 239 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,233,740 | -50.6% | 51,903 | -50.3% | 0.72% | -42.1% |
| Q2 2023 | $2,497,805 | +6.7% | 104,467 | +7.4% | 1.25% | -8.8% |
| Q1 2023 | $2,339,898 | +1.8% | 97,253 | +0.6% | 1.37% | +7.7% |
| Q4 2022 | $2,298,983 | +60.5% | 96,718 | +58.6% | 1.27% | +21.3% |
| Q3 2022 | $1,432,000 | -4.6% | 60,977 | -2.2% | 1.04% | +5.3% |
| Q2 2022 | $1,501,000 | +31.3% | 62,325 | +34.3% | 0.99% | -0.3% |
| Q1 2022 | $1,143,000 | -26.2% | 46,417 | -23.1% | 1.00% | +1.5% |
| Q4 2021 | $1,549,000 | +7.0% | 60,378 | +8.4% | 0.98% | -29.6% |
| Q3 2021 | $1,448,000 | +12.1% | 55,716 | +12.3% | 1.39% | +15.8% |
| Q2 2021 | $1,292,000 | +13.2% | 49,614 | +13.0% | 1.20% | -3.1% |
| Q1 2021 | $1,141,000 | +14.1% | 43,914 | +15.0% | 1.24% | -1.1% |
| Q4 2020 | $1,000,000 | – | 38,180 | – | 1.25% | – |
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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% |