ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 7 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,710,000 | +0.6% | 618,851 | +1.2% | 0.00% | 0.0% |
| Q2 2023 | $14,621,000 | -1.3% | 611,513 | -0.7% | 0.00% | 0.0% |
| Q1 2023 | $14,816,000 | -1.5% | 615,818 | -2.7% | 0.00% | 0.0% |
| Q4 2022 | $15,042,000 | +10.9% | 632,831 | +9.6% | 0.00% | 0.0% |
| Q3 2022 | $13,564,000 | -2.0% | 577,440 | +0.5% | 0.00% | 0.0% |
| Q2 2022 | $13,835,000 | +2.8% | 574,308 | +5.2% | 0.00% | +33.3% |
| Q1 2022 | $13,452,000 | +11.8% | 546,123 | +16.5% | 0.00% | 0.0% |
| Q4 2021 | $12,029,000 | +14.7% | 468,953 | +16.1% | 0.00% | 0.0% |
| Q3 2021 | $10,490,000 | +5.8% | 403,769 | +6.0% | 0.00% | 0.0% |
| Q2 2021 | $9,918,000 | +7.4% | 380,890 | +7.1% | 0.00% | 0.0% |
| Q1 2021 | $9,238,000 | +18.1% | 355,680 | +19.0% | 0.00% | +50.0% |
| Q4 2020 | $7,823,000 | +12.4% | 298,818 | +12.1% | 0.00% | 0.0% |
| Q3 2020 | $6,959,000 | +6.0% | 266,589 | +5.6% | 0.00% | -33.3% |
| Q2 2020 | $6,568,000 | +37.3% | 252,511 | +31.5% | 0.00% | +50.0% |
| Q1 2020 | $4,785,000 | +13.9% | 192,050 | +16.3% | 0.00% | 0.0% |
| Q4 2019 | $4,201,000 | +215.6% | 165,157 | +215.6% | 0.00% | +100.0% |
| Q3 2019 | $1,331,000 | +75.6% | 52,325 | +75.0% | 0.00% | – |
| Q2 2019 | $758,000 | +14.7% | 29,900 | +13.3% | 0.00% | – |
| Q1 2019 | $661,000 | +86.7% | 26,384 | +82.5% | 0.00% | – |
| Q4 2018 | $354,000 | +742.9% | 14,458 | +745.0% | 0.00% | – |
| Q3 2018 | $42,000 | 0.0% | 1,711 | 0.0% | 0.00% | – |
| Q2 2018 | $42,000 | +500.0% | 1,711 | +548.1% | 0.00% | – |
| Q1 2018 | $7,000 | – | 264 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stewardship Advisors, LLC | 342,811 | $8,946,000 | 4.48% |
| Wealthsimple US, Ltd. | 178,194 | $4,652,000 | 3.10% |
| Private Ocean, LLC | 461,420 | $12,045,000 | 2.82% |
| Braun-Bostich & Associates Inc. | 46,467 | $1,213,000 | 1.21% |
| Arlington Financial Advisors, LLC | 82,680 | $2,158,000 | 1.11% |
| Baldrige Asset Management LLC | 60,643 | $1,583,000 | 1.07% |
| Bigelow Investment Advisors, LLC | 34,363 | $897,000 | 0.53% |
| CWM, LLC | 2,395,834 | $62,388,000 | 0.50% |
| Cribstone Capital Management, LLC | 19,322 | $504,000 | 0.41% |
| Accredited Investors Inc. | 70,484 | $1,840,000 | 0.38% |