ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 216 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $330,600 | -0.1% | 13,741 | -1.3% | 0.05% | -13.2% |
| Q4 2022 | $330,820 | -1.0% | 13,918 | -2.2% | 0.05% | -13.1% |
| Q3 2022 | $334,000 | -2.1% | 14,231 | +0.5% | 0.06% | -1.6% |
| Q2 2022 | $341,000 | -3.7% | 14,159 | -1.6% | 0.06% | 0.0% |
| Q1 2022 | $354,000 | -4.8% | 14,382 | -0.9% | 0.06% | -12.7% |
| Q4 2021 | $372,000 | +3.9% | 14,515 | +5.3% | 0.07% | -14.5% |
| Q3 2021 | $358,000 | -3.2% | 13,779 | -3.0% | 0.08% | -7.8% |
| Q2 2021 | $370,000 | -3.9% | 14,212 | -4.1% | 0.09% | -19.6% |
| Q1 2021 | $385,000 | +21.5% | 14,819 | +22.5% | 0.11% | +2.8% |
| Q4 2020 | $317,000 | -1.6% | 12,100 | -1.8% | 0.11% | -16.8% |
| Q3 2020 | $322,000 | +0.9% | 12,317 | +0.4% | 0.13% | -9.7% |
| Q2 2020 | $319,000 | -10.6% | 12,273 | -14.4% | 0.14% | -36.4% |
| Q1 2020 | $357,000 | -7.0% | 14,341 | -5.0% | 0.23% | -5.8% |
| Q4 2019 | $384,000 | +0.8% | 15,092 | +0.7% | 0.24% | -8.3% |
| Q3 2019 | $381,000 | +0.8% | 14,987 | +0.5% | 0.26% | -6.0% |
| Q2 2019 | $378,000 | +1.6% | 14,918 | +0.4% | 0.28% | -2.8% |
| Q1 2019 | $372,000 | -7.2% | 14,856 | -9.5% | 0.29% | -16.2% |
| Q4 2018 | $401,000 | – | 16,419 | – | 0.34% | – |
Download | ||||||
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% |