ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 242 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,288,464 | +0.6% | 93,483 | -2.3% | 1.49% | -9.2% |
| Q3 2023 | $2,273,814 | +1.8% | 95,659 | +2.4% | 1.64% | -7.6% |
| Q2 2023 | $2,234,676 | -3.0% | 93,462 | -2.4% | 1.78% | -8.0% |
| Q1 2023 | $2,304,010 | +53295.4% | 95,761 | -47.3% | 1.93% | -51.8% |
| Q4 2022 | $4,315 | -99.9% | 181,547 | -1.7% | 4.00% | -5.5% |
| Q3 2022 | $4,338,000 | +87.5% | 184,676 | +92.4% | 4.23% | +94.1% |
| Q2 2022 | $2,313,000 | +3.1% | 95,996 | +5.4% | 2.18% | +30.5% |
| Q1 2022 | $2,244,000 | +4.6% | 91,101 | +8.9% | 1.67% | -11.1% |
| Q4 2021 | $2,146,000 | – | 83,674 | – | 1.88% | – |
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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% |