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 | $55,493,971 | -2.0% | 2,334,622 | -1.4% | 0.01% | 0.0% |
| Q2 2023 | $56,601,082 | +1.9% | 2,367,256 | +2.5% | 0.01% | -8.3% |
| Q1 2023 | $55,566,984 | +8.5% | 2,309,517 | +7.2% | 0.01% | +9.1% |
| Q4 2022 | $51,204,590 | +2.5% | 2,154,169 | +1.3% | 0.01% | -8.3% |
| Q3 2022 | $49,953,000 | +936.4% | 2,126,552 | +962.8% | 0.01% | +1100.0% |
| Q2 2022 | $4,820,000 | +1573.6% | 200,088 | +1612.2% | 0.00% | – |
| Q1 2022 | $288,000 | – | 11,686 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Francis Financial, Inc. | 405,128 | $9,747,381 | 6.60% |
| First Pacific Financial | 560,686 | $13,490,085 | 6.24% |
| Private Ocean, LLC | 1,080,383 | $25,994,017 | 3.46% |
| Milestone Investment Advisors LLC | 403,796 | $9,715,323 | 3.00% |
| Laurel Wealth Planning LLC | 153,970 | $3,705 | 2.45% |
| Braun-Bostich & Associates Inc. | 42,286 | $1,017,401 | 2.41% |
| Integris Wealth Management, LLC | 242,027 | $5,823,170 | 2.14% |
| Summit Wealth Group, LLC | 2,093,966 | $87 | 2.08% |
| IMPACTfolio, LLC | 95,761 | $2,304,010 | 1.93% |
| Better Money Decisions, LLC | 83,753 | $2,015,090 | 1.70% |