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 | $1,971,843 | +0.0% | 82,955 | +0.6% | 1.74% | +8.0% |
| Q2 2023 | $1,971,482 | -2.2% | 82,454 | -1.6% | 1.61% | -5.5% |
| Q1 2023 | $2,015,090 | +39.1% | 83,753 | +37.4% | 1.70% | +35.4% |
| Q4 2022 | $1,448,634 | +6.5% | 60,944 | +5.3% | 1.26% | -5.1% |
| Q3 2022 | $1,360,000 | +0.8% | 57,893 | +3.3% | 1.32% | +15.9% |
| Q2 2022 | $1,349,000 | +30.8% | 56,018 | +33.8% | 1.14% | +18.2% |
| Q1 2022 | $1,031,000 | -2.8% | 41,858 | +1.2% | 0.97% | +8.2% |
| Q4 2021 | $1,061,000 | -5.4% | 41,358 | -4.3% | 0.89% | -3.5% |
| Q3 2021 | $1,122,000 | +2.9% | 43,203 | +3.2% | 0.92% | -5.1% |
| Q2 2021 | $1,090,000 | +32.6% | 41,858 | +32.3% | 0.98% | +15.0% |
| Q1 2021 | $822,000 | – | 31,647 | – | 0.85% | – |
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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% |