ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 7 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 93,483 | $2,288,464 | 1.49% |
| VERITY Wealth Advisors | 25,716 | $629,528 | 0.54% |
| Parkside Advisors LLC | 62,623 | $1,532,999 | 0.42% |
| ST GERMAIN D J CO INC | 203,164 | $4,973,455 | 0.26% |
| Apella Capital, LLC | 179,032 | $4,366,583 | 0.24% |
| CGN Advisors LLC | 37,021 | $906,274 | 0.13% |
| Bartlett & Co. LLC | 63,876 | $1,564 | 0.02% |