ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 243 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,167,083 | +3.0% | 49,099 | +3.6% | 0.00% | 0.0% |
| Q2 2023 | $1,132,640 | -8.8% | 47,371 | -8.2% | 0.00% | 0.0% |
| Q1 2023 | $1,241,618 | -12.0% | 51,605 | -13.0% | 0.00% | 0.0% |
| Q4 2022 | $1,410,276 | +6.4% | 59,330 | +5.2% | 0.00% | 0.0% |
| Q3 2022 | $1,325,000 | -23.7% | 56,405 | -21.7% | 0.00% | -33.3% |
| Q2 2022 | $1,736,000 | +11.9% | 72,066 | +14.4% | 0.00% | +50.0% |
| Q1 2022 | $1,551,000 | -12.3% | 63,002 | -8.7% | 0.00% | 0.0% |
| Q4 2021 | $1,769,000 | +38.4% | 68,972 | +40.2% | 0.00% | 0.0% |
| Q3 2021 | $1,278,000 | +16.9% | 49,200 | +17.2% | 0.00% | 0.0% |
| Q2 2021 | $1,093,000 | +27.5% | 41,979 | +27.2% | 0.00% | +100.0% |
| Q1 2021 | $857,000 | -25.9% | 33,015 | -25.3% | 0.00% | -50.0% |
| Q4 2020 | $1,157,000 | +40.9% | 44,209 | +40.7% | 0.00% | 0.0% |
| Q3 2020 | $821,000 | +47.1% | 31,430 | +46.6% | 0.00% | +100.0% |
| Q2 2020 | $558,000 | +36.8% | 21,443 | +30.9% | 0.00% | 0.0% |
| Q1 2020 | $408,000 | +60.6% | 16,381 | +64.4% | 0.00% | 0.0% |
| Q4 2019 | $254,000 | – | 9,967 | – | 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% |