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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $152,128 | -0.6% | 6,400 | 0.0% | 0.00% | +33.3% |
| Q2 2023 | $153,024 | -0.6% | 6,400 | 0.0% | 0.00% | -25.0% |
| Q1 2023 | $153,984 | +1.2% | 6,400 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $152,128 | +1.4% | 6,400 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $150,000 | -2.6% | 6,400 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $154,000 | -2.5% | 6,400 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $158,000 | -3.7% | 6,400 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $164,000 | +26.2% | 6,400 | +28.0% | 0.00% | +33.3% |
| Q3 2021 | $130,000 | -95.6% | 5,000 | -95.6% | 0.00% | -96.3% |
| Q4 2020 | $2,952,000 | +144.6% | 112,765 | +143.9% | 0.08% | +121.6% |
| Q3 2020 | $1,207,000 | +67.4% | 46,235 | +66.8% | 0.04% | +54.2% |
| Q2 2020 | $721,000 | +50.5% | 27,725 | +44.3% | 0.02% | +26.3% |
| Q1 2020 | $479,000 | -2.0% | 19,210 | 0.0% | 0.02% | +18.8% |
| Q4 2019 | $489,000 | +2.9% | 19,210 | +2.9% | 0.02% | -5.9% |
| Q3 2019 | $475,000 | +66.7% | 18,660 | +65.9% | 0.02% | +70.0% |
| Q2 2019 | $285,000 | +1.4% | 11,250 | 0.0% | 0.01% | -9.1% |
| Q1 2019 | $281,000 | – | 11,250 | – | 0.01% | – |
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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% |