ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 247 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $704,120 | -35.0% | 29,622 | -34.6% | 0.39% | -34.9% |
| Q2 2023 | $1,083,791 | -7.3% | 45,328 | -6.7% | 0.60% | -13.8% |
| Q1 2023 | $1,168,962 | -0.1% | 48,585 | -1.3% | 0.70% | -8.4% |
| Q4 2022 | $1,170,000 | +25.9% | 49,232 | +24.4% | 0.77% | +11.7% |
| Q3 2022 | $929,000 | -3.5% | 39,569 | -1.1% | 0.69% | -3.2% |
| Q2 2022 | $963,000 | -5.0% | 39,994 | -2.8% | 0.71% | -9.2% |
| Q1 2022 | $1,014,000 | +27.4% | 41,155 | +32.6% | 0.78% | +28.7% |
| Q4 2021 | $796,000 | – | 31,035 | – | 0.61% | – |
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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% |