ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 247 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $141,432 | -0.6% | 5,950 | 0.0% | 0.00% | – |
| Q2 2023 | $142,265 | +4.7% | 5,950 | +5.3% | 0.00% | – |
| Q1 2023 | $135,939 | +19.1% | 5,650 | +17.7% | 0.00% | – |
| Q4 2022 | $114,096 | +1.0% | 4,800 | 0.0% | 0.00% | – |
| Q3 2022 | $113,000 | -2.6% | 4,800 | 0.0% | 0.00% | – |
| Q2 2022 | $116,000 | -1.7% | 4,800 | 0.0% | 0.00% | – |
| Q1 2022 | $118,000 | -4.8% | 4,800 | -1.0% | 0.00% | – |
| Q4 2021 | $124,000 | +463.6% | 4,850 | +470.6% | 0.00% | – |
| Q3 2021 | $22,000 | -92.2% | 850 | -92.2% | 0.00% | – |
| Q2 2021 | $283,000 | -32.0% | 10,850 | -32.2% | 0.00% | – |
| Q1 2021 | $416,000 | +165.0% | 16,000 | +166.7% | 0.00% | – |
| Q4 2020 | $157,000 | +1208.3% | 6,000 | +1182.1% | 0.00% | – |
| Q3 2020 | $12,000 | 0.0% | 468 | 0.0% | 0.00% | – |
| Q2 2020 | $12,000 | 0.0% | 468 | 0.0% | 0.00% | – |
| Q1 2020 | $12,000 | 0.0% | 468 | 0.0% | 0.00% | – |
| Q4 2019 | $12,000 | -93.6% | 468 | -93.6% | 0.00% | – |
| Q3 2019 | $187,000 | +3.3% | 7,368 | +3.2% | 0.00% | – |
| Q2 2019 | $181,000 | +1.1% | 7,141 | 0.0% | 0.00% | – |
| Q1 2019 | $179,000 | +795.0% | 7,141 | +792.6% | 0.00% | – |
| Q4 2018 | $20,000 | 0.0% | 800 | 0.0% | 0.00% | – |
| Q3 2018 | $20,000 | – | 800 | – | 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% |