ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 105 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,981 | -0.6% | 82,849 | 0.0% | 0.14% | +18.6% |
| Q1 2023 | $1,993 | -16.0% | 82,849 | -17.0% | 0.12% | -6.3% |
| Q4 2022 | $2,373 | -99.9% | 99,849 | -9.7% | 0.13% | -17.1% |
| Q3 2022 | $2,597,000 | -2.5% | 110,549 | 0.0% | 0.15% | -5.0% |
| Q2 2022 | $2,663,000 | -2.2% | 110,549 | 0.0% | 0.16% | +16.8% |
| Q1 2022 | $2,723,000 | -4.0% | 110,549 | 0.0% | 0.14% | +4.6% |
| Q4 2021 | $2,836,000 | -1.3% | 110,549 | 0.0% | 0.13% | -12.1% |
| Q3 2021 | $2,872,000 | +346.0% | 110,549 | +346.7% | 0.15% | +380.6% |
| Q2 2021 | $644,000 | +40.3% | 24,749 | +40.0% | 0.03% | +47.6% |
| Q1 2021 | $459,000 | -0.9% | 17,680 | 0.0% | 0.02% | -12.5% |
| Q4 2020 | $463,000 | -55.4% | 17,680 | -55.6% | 0.02% | -61.3% |
| Q3 2020 | $1,039,000 | +36.9% | 39,800 | +36.3% | 0.06% | +29.2% |
| Q2 2020 | $759,000 | +4.3% | 29,200 | 0.0% | 0.05% | -7.7% |
| Q1 2020 | $728,000 | -28.3% | 29,200 | -26.8% | 0.05% | -17.5% |
| Q4 2019 | $1,015,000 | 0.0% | 39,900 | 0.0% | 0.06% | -8.7% |
| Q3 2019 | $1,015,000 | +0.4% | 39,900 | 0.0% | 0.07% | 0.0% |
| Q2 2019 | $1,011,000 | – | 39,900 | – | 0.07% | – |
Download | ||||||
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% |