ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 239 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $455,909 | -0.6% | 19,180 | 0.0% | 0.05% | -3.6% |
| Q2 2023 | $458,594 | -0.6% | 19,180 | 0.0% | 0.06% | -8.3% |
| Q1 2023 | $461,471 | +101099.8% | 19,180 | 0.0% | 0.06% | -3.2% |
| Q4 2022 | $456 | -99.9% | 19,180 | +23.6% | 0.06% | +17.0% |
| Q3 2022 | $365,000 | -2.4% | 15,520 | 0.0% | 0.05% | +3.9% |
| Q2 2022 | $374,000 | -81.3% | 15,520 | -80.9% | 0.05% | -78.7% |
| Q1 2022 | $1,998,000 | +0.9% | 81,136 | +5.1% | 0.24% | +2.1% |
| Q4 2021 | $1,981,000 | +4.0% | 77,216 | +5.3% | 0.23% | -4.9% |
| Q3 2021 | $1,905,000 | -0.3% | 73,316 | 0.0% | 0.25% | +1.7% |
| Q2 2021 | $1,910,000 | +8.9% | 73,316 | +8.5% | 0.24% | +3.9% |
| Q1 2021 | $1,754,000 | – | 67,545 | – | 0.23% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 367,192 | $9,044,000 | 4.65% |
| Private Ocean, LLC | 1,131,724 | $27,874,000 | 3.48% |
| Laurel Wealth Planning LLC | 143,915 | $3,545,000 | 2.39% |
| Braun-Bostich & Associates Inc. | 43,415 | $1,069,000 | 2.30% |
| Stewardship Advisors, LLC | 224,767 | $5,536,000 | 2.04% |
| Summit Wealth Group, LLC | 72,829 | $1,794,000 | 1.88% |
| IMPACTfolio, LLC | 91,101 | $2,244,000 | 1.67% |
| Evergreen Wealth Solutions, LLC | 58,973 | $1,453,000 | 1.41% |
| Affinity Capital Advisors, LLC | 179,518 | $4,422,000 | 1.38% |
| Arlington Financial Advisors, LLC | 145,302 | $3,579,000 | 1.36% |