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 | $271 | -10.9% | 11,405 | -10.3% | 0.02% | -44.4% |
Q2 2023 | $304 | +7.8% | 12,718 | +8.4% | 0.04% | 0.0% |
Q1 2023 | $282 | -99.9% | 11,734 | -0.7% | 0.04% | -7.7% |
Q4 2022 | $280,850 | -7.0% | 11,815 | -8.2% | 0.04% | -2.5% |
Q3 2022 | $302,000 | +29.6% | 12,873 | +33.0% | 0.04% | +150.0% |
Q2 2022 | $233,000 | – | 9,676 | – | 0.02% | – |
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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% |