ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 147 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| 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% |