ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 7 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,598,021 | -3.3% | 151,400 | -2.9% | 0.00% | 0.0% |
| Q2 2023 | $3,721,333 | -5.7% | 155,900 | -5.0% | 0.00% | -20.0% |
| Q1 2023 | $3,948,246 | -10.5% | 164,100 | -11.6% | 0.01% | 0.0% |
| Q4 2022 | $4,411,712 | -2.0% | 185,600 | -3.1% | 0.01% | -28.6% |
| Q3 2022 | $4,501,000 | -2.5% | 191,600 | 0.0% | 0.01% | +16.7% |
| Q2 2022 | $4,616,000 | -2.2% | 191,600 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $4,719,000 | -8.8% | 191,600 | -5.0% | 0.01% | +20.0% |
| Q4 2021 | $5,173,000 | – | 201,600 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 629,824 | $15,059,097 | 6.39% |
| Francis Financial, Inc. | 447,726 | $10,705,125 | 5.78% |
| Milestone Investment Advisors LLC | 383,068 | $9,159,147 | 2.84% |
| Private Ocean, LLC | 889,972 | $21,279,234 | 2.70% |
| Integris Wealth Management, LLC | 253,696 | $6,065,872 | 2.15% |
| IMPACTfolio, LLC | 93,462 | $2,234,676 | 1.78% |
| Better Money Decisions, LLC | 82,454 | $1,971,482 | 1.61% |
| Braun-Bostich & Associates Inc. | 29,917 | $715,315 | 1.53% |
| Opal Wealth Advisors, LLC | 104,467 | $2,497,805 | 1.25% |
| Arlington Financial Advisors, LLC | 129,456 | $3,095,293 | 1.13% |