ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 216 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,805 | -16.8% | 160,038 | -16.4% | 0.01% | -10.0% |
| Q2 2023 | $4,573 | -21.9% | 191,338 | -21.5% | 0.01% | -28.6% |
| Q1 2023 | $5,858 | +23.0% | 243,683 | +21.6% | 0.01% | +16.7% |
| Q4 2022 | $4,764 | -99.9% | 200,391 | +17.1% | 0.01% | +9.1% |
| Q3 2022 | $4,020,000 | +14.7% | 171,130 | +17.6% | 0.01% | +22.2% |
| Q2 2022 | $3,506,000 | -7.3% | 145,552 | -5.2% | 0.01% | +28.6% |
| Q1 2022 | $3,783,000 | +20.9% | 153,611 | +27.9% | 0.01% | +16.7% |
| Q4 2021 | $3,128,000 | -40.9% | 120,116 | -41.1% | 0.01% | -45.5% |
| Q3 2021 | $5,296,000 | +69.3% | 203,879 | +69.7% | 0.01% | +83.3% |
| Q2 2021 | $3,128,000 | +9.8% | 120,116 | +9.5% | 0.01% | 0.0% |
| Q1 2021 | $2,850,000 | -10.2% | 109,726 | -9.5% | 0.01% | -14.3% |
| Q4 2020 | $3,174,000 | +4.9% | 121,255 | +4.6% | 0.01% | -12.5% |
| Q3 2020 | $3,027,000 | +34.6% | 115,975 | +28.5% | 0.01% | +14.3% |
| Q2 2020 | $2,249,000 | 0.0% | 90,255 | 0.0% | 0.01% | -12.5% |
| Q1 2020 | $2,249,000 | +29.5% | 90,255 | +32.1% | 0.01% | +60.0% |
| Q4 2019 | $1,737,000 | +20.3% | 68,324 | +20.4% | 0.01% | +25.0% |
| Q3 2019 | $1,444,000 | +430.9% | 56,756 | +427.8% | 0.00% | +300.0% |
| Q2 2019 | $272,000 | – | 10,754 | – | 0.00% | – |
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% |