ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 250 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $734,564 | -0.6% | 30,903 | 0.0% | 0.01% | +20.0% |
| Q2 2023 | $738,891 | +0.7% | 30,903 | +1.3% | 0.01% | -16.7% |
| Q1 2023 | $734,119 | +16.0% | 30,512 | +14.6% | 0.01% | +20.0% |
| Q4 2022 | $633,000 | +59.8% | 26,619 | +57.8% | 0.01% | +66.7% |
| Q3 2022 | $396,000 | -2.5% | 16,864 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $406,000 | -2.2% | 16,864 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $415,000 | – | 16,864 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 93,483 | $2,288,464 | 1.49% |
| VERITY Wealth Advisors | 25,716 | $629,528 | 0.54% |
| Parkside Advisors LLC | 62,623 | $1,532,999 | 0.42% |
| ST GERMAIN D J CO INC | 203,164 | $4,973,455 | 0.26% |
| Apella Capital, LLC | 179,032 | $4,366,583 | 0.24% |
| CGN Advisors LLC | 37,021 | $906,274 | 0.13% |
| Bartlett & Co. LLC | 63,876 | $1,564 | 0.02% |