ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 147 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,946,315 | +1.7% | 123,951 | +2.3% | 0.05% | +5.9% |
| Q2 2023 | $2,896,337 | +9.2% | 121,135 | +9.8% | 0.05% | +4.1% |
| Q1 2023 | $2,653,192 | -8.3% | 110,274 | -9.5% | 0.05% | -12.5% |
| Q4 2022 | $2,894,877 | +6.4% | 121,787 | +5.1% | 0.06% | -5.1% |
| Q3 2022 | $2,721,000 | +8.8% | 115,826 | +11.6% | 0.06% | +11.3% |
| Q2 2022 | $2,501,000 | +111.1% | 103,819 | +115.7% | 0.05% | +152.4% |
| Q1 2022 | $1,185,000 | -3.1% | 48,123 | +0.9% | 0.02% | +5.0% |
| Q4 2021 | $1,223,000 | +7.1% | 47,685 | +8.5% | 0.02% | 0.0% |
| Q3 2021 | $1,142,000 | -2.5% | 43,959 | -2.2% | 0.02% | -13.0% |
| Q2 2021 | $1,171,000 | +19.9% | 44,953 | +19.5% | 0.02% | +15.0% |
| Q1 2021 | $977,000 | -1.3% | 37,624 | -0.5% | 0.02% | -4.8% |
| Q4 2020 | $990,000 | +5.8% | 37,824 | +5.4% | 0.02% | -4.5% |
| Q3 2020 | $936,000 | -4.2% | 35,874 | -4.5% | 0.02% | -8.3% |
| Q2 2020 | $977,000 | +29.6% | 37,578 | +24.3% | 0.02% | +9.1% |
| Q1 2020 | $754,000 | +6.0% | 30,243 | +8.2% | 0.02% | +29.4% |
| Q4 2019 | $711,000 | – | 27,957 | – | 0.02% | – |
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% |