ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 283 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $510,641 | -6.2% | 20,851 | -6.3% | 0.02% | -11.1% |
Q1 2024 | $544,607 | +3.5% | 22,247 | +3.5% | 0.02% | -10.0% |
Q4 2023 | $526,026 | +2.7% | 21,488 | -0.3% | 0.02% | -4.8% |
Q3 2023 | $512,053 | -39.9% | 21,542 | -39.5% | 0.02% | -38.2% |
Q2 2023 | $851,531 | -26.5% | 35,614 | -26.0% | 0.03% | -27.7% |
Q1 2023 | $1,157,888 | +4.5% | 48,125 | +3.2% | 0.05% | +6.8% |
Q4 2022 | $1,108,371 | +26.5% | 46,629 | +25.0% | 0.04% | +12.8% |
Q3 2022 | $876,000 | -17.7% | 37,303 | -15.5% | 0.04% | -13.3% |
Q2 2022 | $1,064,000 | -1.0% | 44,169 | +1.2% | 0.04% | +4.7% |
Q1 2022 | $1,075,000 | – | 43,633 | – | 0.04% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Stewardship Advisors, LLC | 464,557 | $12,097,000 | 4.53% |
Private Ocean, LLC | 999,428 | $26,025,000 | 3.41% |
Prostatis Group LLC | 135,052 | $3,516,748 | 2.40% |
Braun-Bostich & Associates Inc. | 45,574 | $1,187,000 | 2.16% |
Arlington Financial Advisors, LLC | 128,318 | $3,341,000 | 1.27% |
Opal Wealth Advisors, LLC | 49,614 | $1,292,000 | 1.20% |
Wescott Financial Advisory Group, LLC | 77,200 | $2,014,000 | 1.19% |
Better Money Decisions, LLC | 41,858 | $1,090,000 | 0.98% |
Baldrige Asset Management LLC | 86,344 | $2,248,000 | 0.97% |
Summit Wealth Group, LLC | 24,236 | $631,000 | 0.94% |