ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 242 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $660,354 | -17.9% | 27,781 | -17.4% | 0.01% | -8.3% |
| Q2 2023 | $803,902 | -11.6% | 33,622 | -11.1% | 0.01% | -20.0% |
| Q1 2023 | $909,781 | +80985.7% | 37,813 | -19.9% | 0.02% | -16.7% |
| Q4 2022 | $1,122 | -99.9% | 47,193 | -25.5% | 0.02% | -28.0% |
| Q3 2022 | $1,489,000 | -1.1% | 63,388 | +1.4% | 0.02% | +8.7% |
| Q2 2022 | $1,506,000 | +10.7% | 62,521 | +13.3% | 0.02% | +27.8% |
| Q1 2022 | $1,360,000 | -2.9% | 55,200 | +1.2% | 0.02% | 0.0% |
| Q4 2021 | $1,400,000 | +104.1% | 54,561 | +106.7% | 0.02% | +20.0% |
| Q3 2021 | $686,000 | -0.3% | 26,395 | -0.2% | 0.02% | -6.2% |
| Q2 2021 | $688,000 | +2.2% | 26,445 | +2.1% | 0.02% | 0.0% |
| Q1 2021 | $673,000 | +6.8% | 25,898 | +7.6% | 0.02% | -5.9% |
| Q4 2020 | $630,000 | -0.8% | 24,071 | -1.3% | 0.02% | -15.0% |
| Q3 2020 | $635,000 | 0.0% | 24,398 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $635,000 | +13.8% | 24,398 | +8.9% | 0.02% | 0.0% |
| Q1 2020 | $558,000 | +11.8% | 22,408 | +14.2% | 0.02% | +42.9% |
| Q4 2019 | $499,000 | +4.2% | 19,620 | +4.3% | 0.01% | +16.7% |
| Q3 2019 | $479,000 | +0.4% | 18,820 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $477,000 | +4.1% | 18,820 | +2.6% | 0.01% | -14.3% |
| Q1 2019 | $458,000 | -8.4% | 18,338 | -10.4% | 0.01% | -6.7% |
| Q4 2018 | $500,000 | -2.5% | 20,460 | -2.0% | 0.02% | 0.0% |
| Q3 2018 | $513,000 | +50.9% | 20,871 | +50.5% | 0.02% | +36.4% |
| Q2 2018 | $340,000 | – | 13,869 | – | 0.01% | – |
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% |