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 | $9,863,579 | -2.4% | 414,960 | -1.9% | 0.00% | 0.0% |
| Q2 2023 | $10,110,178 | +10.2% | 422,844 | +10.9% | 0.00% | 0.0% |
| Q1 2023 | $9,174,265 | -4.3% | 381,307 | -5.5% | 0.00% | 0.0% |
| Q4 2022 | $9,590,957 | -70.1% | 403,490 | -70.4% | 0.00% | -70.0% |
| Q3 2022 | $32,069,000 | +11.5% | 1,365,206 | +14.3% | 0.01% | +11.1% |
| Q2 2022 | $28,770,000 | -6.0% | 1,194,267 | -3.9% | 0.01% | +12.5% |
| Q1 2022 | $30,611,000 | +9.2% | 1,242,855 | +13.7% | 0.01% | +14.3% |
| Q4 2021 | $28,029,000 | -6.8% | 1,092,775 | -5.6% | 0.01% | 0.0% |
| Q3 2021 | $30,088,000 | -0.0% | 1,158,116 | +0.2% | 0.01% | 0.0% |
| Q2 2021 | $30,095,000 | +256.2% | 1,155,708 | +255.3% | 0.01% | +250.0% |
| Q1 2021 | $8,448,000 | -2.8% | 325,237 | -2.0% | 0.00% | 0.0% |
| Q4 2020 | $8,689,000 | +18.6% | 331,900 | +18.3% | 0.00% | 0.0% |
| Q3 2020 | $7,324,000 | +15.8% | 280,552 | +15.3% | 0.00% | 0.0% |
| Q2 2020 | $6,327,000 | +190.1% | 243,227 | +177.9% | 0.00% | +100.0% |
| Q1 2020 | $2,181,000 | +42.6% | 87,536 | +45.6% | 0.00% | – |
| Q4 2019 | $1,529,000 | +86.7% | 60,116 | +86.7% | 0.00% | – |
| Q3 2019 | $819,000 | +275.7% | 32,195 | +274.4% | 0.00% | – |
| Q2 2019 | $218,000 | +522.9% | 8,598 | +523.0% | 0.00% | – |
| Q1 2019 | $35,000 | – | 1,380 | – | 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% |