ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 216 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $222,725 | -0.6% | 9,370 | 0.0% | 0.17% | +2.4% |
| Q2 2023 | $224,037 | +3.2% | 9,370 | +3.9% | 0.17% | -2.3% |
| Q1 2023 | $217,021 | +1.2% | 9,020 | 0.0% | 0.17% | -2.3% |
| Q4 2022 | $214,405 | +53.1% | 9,020 | +51.3% | 0.18% | +30.1% |
| Q3 2022 | $140,000 | +68.7% | 5,960 | +83.8% | 0.14% | +106.1% |
| Q4 2021 | $83,000 | -1.2% | 3,242 | 0.0% | 0.07% | -7.0% |
| Q3 2021 | $84,000 | 0.0% | 3,242 | 0.0% | 0.07% | 0.0% |
| Q2 2021 | $84,000 | +35.5% | 3,242 | +35.5% | 0.07% | +26.8% |
| Q1 2021 | $62,000 | +313.3% | 2,392 | +304.1% | 0.06% | +330.8% |
| Q4 2020 | $15,000 | – | 592 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Francis Financial, Inc. | 405,128 | $9,747,381 | 6.60% |
| First Pacific Financial | 560,686 | $13,490,085 | 6.24% |
| Private Ocean, LLC | 1,080,383 | $25,994,017 | 3.46% |
| Milestone Investment Advisors LLC | 403,796 | $9,715,323 | 3.00% |
| Laurel Wealth Planning LLC | 153,970 | $3,705 | 2.45% |
| Braun-Bostich & Associates Inc. | 42,286 | $1,017,401 | 2.41% |
| Integris Wealth Management, LLC | 242,027 | $5,823,170 | 2.14% |
| Summit Wealth Group, LLC | 2,093,966 | $87 | 2.08% |
| IMPACTfolio, LLC | 95,761 | $2,304,010 | 1.93% |
| Better Money Decisions, LLC | 83,753 | $2,015,090 | 1.70% |