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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,863,616 | -7.0% | 78,402 | -6.5% | 0.05% | -3.6% |
| Q2 2023 | $2,004,567 | -24.3% | 83,838 | -23.8% | 0.06% | -27.3% |
| Q1 2023 | $2,647,876 | +160.8% | 110,053 | +157.6% | 0.08% | +148.4% |
| Q4 2022 | $1,015,359 | -3.0% | 42,716 | -4.1% | 0.03% | -13.9% |
| Q3 2022 | $1,047,000 | +12.8% | 44,557 | +15.7% | 0.04% | +16.1% |
| Q2 2022 | $928,000 | +10.6% | 38,526 | +13.1% | 0.03% | +29.2% |
| Q1 2022 | $839,000 | +33.0% | 34,050 | +38.5% | 0.02% | +33.3% |
| Q4 2021 | $631,000 | -16.4% | 24,583 | -15.4% | 0.02% | -33.3% |
| Q3 2021 | $755,000 | -8.5% | 29,064 | -8.2% | 0.03% | -10.0% |
| Q2 2021 | $825,000 | +8.1% | 31,668 | +7.9% | 0.03% | 0.0% |
| Q1 2021 | $763,000 | +5.4% | 29,356 | +6.1% | 0.03% | 0.0% |
| Q4 2020 | $724,000 | -3.2% | 27,674 | -3.4% | 0.03% | -11.8% |
| Q3 2020 | $748,000 | +20.8% | 28,635 | +20.4% | 0.03% | +9.7% |
| Q2 2020 | $619,000 | +76.4% | 23,790 | +68.7% | 0.03% | +40.9% |
| Q1 2020 | $351,000 | +45.0% | 14,102 | +47.9% | 0.02% | +83.3% |
| Q4 2019 | $242,000 | – | 9,532 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Francis Financial, Inc. | 405,128 | $9,747,381 | 6.60% |
| First Pacific Financial | 560,686 | $13,490,085 | 6.24% |
| Private Ocean, LLC | 1,080,383 | $25,994,017 | 3.46% |
| Milestone Investment Advisors LLC | 403,796 | $9,715,323 | 3.00% |
| Laurel Wealth Planning LLC | 153,970 | $3,705 | 2.45% |
| Braun-Bostich & Associates Inc. | 42,286 | $1,017,401 | 2.41% |
| Integris Wealth Management, LLC | 242,027 | $5,823,170 | 2.14% |
| Summit Wealth Group, LLC | 2,093,966 | $87 | 2.08% |
| IMPACTfolio, LLC | 95,761 | $2,304,010 | 1.93% |
| Better Money Decisions, LLC | 83,753 | $2,015,090 | 1.70% |