ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 125 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $724,149 | -0.2% | 30,465 | +0.4% | 0.00% | 0.0% |
| Q2 2023 | $725,835 | +25.6% | 30,357 | +26.4% | 0.00% | +50.0% |
| Q1 2023 | $577,851 | +33.2% | 24,017 | +31.6% | 0.00% | 0.0% |
| Q4 2022 | $433,699 | +146.4% | 18,246 | +144.1% | 0.00% | +100.0% |
| Q3 2022 | $176,000 | -2.2% | 7,474 | +0.1% | 0.00% | 0.0% |
| Q2 2022 | $180,000 | -2.2% | 7,465 | +0.1% | 0.00% | 0.0% |
| Q1 2022 | $184,000 | -31.1% | 7,458 | -28.4% | 0.00% | 0.0% |
| Q4 2021 | $267,000 | +5.5% | 10,422 | +6.9% | 0.00% | 0.0% |
| Q3 2021 | $253,000 | -63.2% | 9,751 | -63.0% | 0.00% | -50.0% |
| Q2 2021 | $687,000 | -7.8% | 26,376 | -8.0% | 0.00% | -33.3% |
| Q1 2021 | $745,000 | -0.8% | 28,677 | +0.0% | 0.00% | 0.0% |
| Q4 2020 | $751,000 | +3.7% | 28,675 | +3.4% | 0.00% | 0.0% |
| Q3 2020 | $724,000 | – | 27,724 | – | 0.00% | – |
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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% |