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 | $2,417,789 | +3.1% | 101,716 | +3.7% | 0.78% | +4.7% |
| Q2 2023 | $2,345,332 | -2.9% | 98,090 | -2.3% | 0.75% | -8.9% |
| Q1 2023 | $2,415,816 | +116.3% | 100,408 | +113.7% | 0.82% | +104.5% |
| Q4 2022 | $1,116,881 | +41.9% | 46,987 | +40.3% | 0.40% | +28.8% |
| Q3 2022 | $787,000 | -0.3% | 33,484 | +2.3% | 0.31% | +2.0% |
| Q2 2022 | $789,000 | -8.6% | 32,733 | -7.2% | 0.31% | +1.3% |
| Q1 2022 | $863,000 | +10.1% | 35,266 | +15.7% | 0.30% | +10.6% |
| Q4 2021 | $784,000 | – | 30,486 | – | 0.27% | – |
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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% |