13F

SUSB ISHARES ESG AWARE 1-5 YEAR U

2026Q1 · CUSIP 46435G243

⚪ Neutral · No signal
Holders
306
Δ holders QoQ
+1
Breadth percentile
Top 58%
Whale holders
75
Δ whales
+3
Inst. holding value
$731M
New positions
24
Closed positions
23
Price momentum (1Q)
Put / Call
0/0

Breadth history (34 quarters)

2018Q1: Δ+6 · h=12 2018Q2: Δ+5 · h=17 2018Q3: Δ+14 · h=31 2018Q4: Δ+7 · h=38 2019Q1: Δ+15 · h=53 2019Q2: Δ+12 · h=65 2019Q3: Δ+13 · h=78 2019Q4: Δ+13 · h=91 2020Q1: Δ+14 · h=105 2020Q2: Δ+11 · h=116 2020Q3: Δ+10 · h=126 2020Q4: Δ+24 · h=150 2021Q1: Δ+29 · h=179 2021Q2: Δ+32 · h=211 2021Q3: Δ+5 · h=216 2021Q4: Δ+32 · h=248 2022Q1: Δ-6 · h=242 2022Q2: Δ-1 · h=241 2022Q3: Δ+9 · h=250 2022Q4: Δ+31 · h=281 2023Q1: Δ-16 · h=265 2023Q2: Δ-14 · h=251 2023Q3: Δ-7 · h=244 2023Q4: Δ+19 · h=263 2024Q1: Δ-8 · h=255 2024Q2: Δ-2 · h=253 2024Q3: Δ+33 · h=286 2024Q4: Δ+24 · h=310 2025Q1: Δ-13 · h=297 2025Q2: Δ-3 · h=294 2025Q3: Δ-6 · h=288 2025Q4: Δ+17 · h=305 2026Q1: Δ+1 · h=306 2018Q1: holders=12 2018Q2: holders=17 2018Q3: holders=31 2018Q4: holders=38 2019Q1: holders=53 2019Q2: holders=65 2019Q3: holders=78 2019Q4: holders=91 2020Q1: holders=105 2020Q2: holders=116 2020Q3: holders=126 2020Q4: holders=150 2021Q1: holders=179 2021Q2: holders=211 2021Q3: holders=216 2021Q4: holders=248 2022Q1: holders=242 2022Q2: holders=241 2022Q3: holders=250 2022Q4: holders=281 2023Q1: holders=265 2023Q2: holders=251 2023Q3: holders=244 2023Q4: holders=263 2024Q1: holders=255 2024Q2: holders=253 2024Q3: holders=286 2024Q4: holders=310 2025Q1: holders=297 2025Q2: holders=294 2025Q3: holders=288 2025Q4: holders=305 2026Q1: holders=306 -33 -16.5 +0 +16.5 +33 10168326 18Q119Q120Q121Q122Q123Q124Q125Q126Q1 Δ holders (bar) Holders (line)

Past Lit Events & Aftermath 11 lit events

Period Percentile Next-1Q return Next-2Q return
2024Q3 Top 8%
2022Q4 Top 13%
2022Q3 Top 15%
2021Q4 Top 15%
2021Q2 Top 6%
2021Q1 Top 11%
2020Q1 Top 6%
2019Q3 Top 14%
2019Q2 Top 12%
2019Q1 Top 19%
2018Q3 Top 17%
Put holders / Call holders: 0 / 0