ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 263 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $100,048 | -0.6% | 4,209 | 0.0% | 0.00% | – |
| Q2 2023 | $100,637 | -0.6% | 4,209 | 0.0% | 0.00% | – |
| Q1 2023 | $101,269 | -18.6% | 4,209 | -19.6% | 0.00% | – |
| Q4 2022 | $124,456 | +314.9% | 5,236 | +306.8% | 0.00% | – |
| Q3 2022 | $30,000 | -6.2% | 1,287 | -2.0% | 0.00% | – |
| Q2 2022 | $32,000 | +3.2% | 1,313 | +5.8% | 0.00% | – |
| Q1 2022 | $31,000 | +3.3% | 1,241 | +6.8% | 0.00% | – |
| Q4 2021 | $30,000 | +50.0% | 1,162 | +48.2% | 0.00% | – |
| Q3 2021 | $20,000 | +900.0% | 784 | +1251.7% | 0.00% | – |
| Q2 2021 | $2,000 | 0.0% | 58 | -28.4% | 0.00% | – |
| Q1 2021 | $2,000 | 0.0% | 81 | -11.0% | 0.00% | – |
| Q4 2020 | $2,000 | 0.0% | 91 | 0.0% | 0.00% | – |
| Q3 2020 | $2,000 | -50.0% | 91 | -45.8% | 0.00% | – |
| Q2 2020 | $4,000 | -84.6% | 168 | -83.3% | 0.00% | – |
| Q3 2019 | $26,000 | +4.0% | 1,008 | +0.7% | 0.00% | – |
| Q2 2019 | $25,000 | +66.7% | 1,001 | +65.7% | 0.00% | – |
| Q1 2019 | $15,000 | 0.0% | 604 | +0.5% | 0.00% | – |
| Q4 2018 | $15,000 | 0.0% | 601 | +1.0% | 0.00% | – |
| Q3 2018 | $15,000 | – | 595 | – | 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% |