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 | $4,002,416 | -0.0% | 168,381 | +0.6% | 0.73% | +3.5% |
| Q2 2023 | $4,003,490 | -0.1% | 167,440 | +0.5% | 0.71% | -18.8% |
| Q1 2023 | $4,008,252 | +8.9% | 166,594 | +7.6% | 0.87% | +9.8% |
| Q4 2022 | $3,679,406 | -2.6% | 154,792 | -3.7% | 0.79% | -24.6% |
| Q3 2022 | $3,777,000 | +2.6% | 160,795 | +5.3% | 1.05% | +5.3% |
| Q2 2022 | $3,680,000 | +21.2% | 152,743 | +23.9% | 1.00% | +27.7% |
| Q1 2022 | $3,036,000 | +1.7% | 123,254 | +5.9% | 0.78% | -49.1% |
| Q4 2021 | $2,984,000 | +47.7% | 116,342 | +49.6% | 1.54% | +34.6% |
| Q3 2021 | $2,020,000 | +0.3% | 77,747 | +0.7% | 1.14% | -3.8% |
| Q2 2021 | $2,014,000 | +35.4% | 77,200 | +34.9% | 1.19% | +23.0% |
| Q1 2021 | $1,487,000 | +9.2% | 57,236 | +10.1% | 0.96% | +0.9% |
| Q4 2020 | $1,362,000 | – | 52,009 | – | 0.96% | – |
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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% |