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 | $435,158 | -37.5% | 18,307 | -37.1% | 0.01% | -33.3% |
| Q2 2023 | $695,758 | -4.4% | 29,099 | -3.8% | 0.01% | -18.2% |
| Q1 2023 | $728,008 | -37.4% | 30,258 | -38.1% | 0.01% | -42.1% |
| Q4 2022 | $1,162,139 | +99.7% | 48,891 | +97.4% | 0.02% | +90.0% |
| Q3 2022 | $581,917 | -3.0% | 24,773 | -0.6% | 0.01% | -9.1% |
| Q2 2022 | $600,000 | -7.6% | 24,912 | -5.6% | 0.01% | 0.0% |
| Q1 2022 | $649,000 | – | 26,378 | – | 0.01% | – |
Download | ||||||
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% |