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 | $890,781 | -4.4% | 37,475 | -3.8% | 0.19% | -3.6% |
| Q2 2023 | $931,677 | -37.6% | 38,966 | -37.2% | 0.19% | -41.5% |
| Q1 2023 | $1,493,837 | +6.1% | 62,088 | +4.9% | 0.33% | +0.9% |
| Q4 2022 | $1,407,374 | +25.5% | 59,208 | +24.0% | 0.33% | +16.4% |
| Q3 2022 | $1,121,000 | +22.0% | 47,743 | +25.2% | 0.28% | +25.4% |
| Q2 2022 | $919,000 | +34.8% | 38,130 | +37.7% | 0.22% | +27.3% |
| Q1 2022 | $682,000 | +120.0% | 27,685 | +129.3% | 0.18% | +114.6% |
| Q4 2021 | $310,000 | +47.6% | 12,074 | +49.1% | 0.08% | +34.4% |
| Q3 2021 | $210,000 | – | 8,097 | – | 0.06% | – |
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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% |