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 | $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 ↓ |
|---|---|---|---|
| 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% |