ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 178 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $386,455 | -36.5% | 16,260 | -36.2% | 0.07% | -36.1% |
Q2 2023 | $608,916 | -0.6% | 25,467 | 0.0% | 0.11% | -9.2% |
Q1 2023 | $612,736 | +0.8% | 25,467 | -0.4% | 0.12% | -7.8% |
Q4 2022 | $607,847 | -2.1% | 25,572 | -3.3% | 0.13% | -12.8% |
Q3 2022 | $621,000 | -4.5% | 26,449 | -1.9% | 0.15% | -4.5% |
Q2 2022 | $650,000 | -29.0% | 26,972 | -27.5% | 0.16% | -15.8% |
Q1 2022 | $916,000 | -10.4% | 37,210 | -6.6% | 0.18% | -10.2% |
Q4 2021 | $1,022,000 | +1.2% | 39,850 | +2.5% | 0.20% | -34.5% |
Q3 2021 | $1,010,000 | +3.7% | 38,879 | +3.9% | 0.31% | +9.1% |
Q2 2021 | $974,000 | +10.4% | 37,414 | +10.2% | 0.29% | -10.9% |
Q1 2021 | $882,000 | +150.6% | 33,958 | +152.9% | 0.32% | +133.3% |
Q4 2020 | $352,000 | – | 13,430 | – | 0.14% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Stewardship Advisors, LLC | 383,083 | $10,029,000 | 4.08% |
Private Ocean, LLC | 716,761 | $18,765,000 | 3.78% |
Wealthsimple US, Ltd. | 209,346 | $5,481,000 | 3.00% |
Braun-Bostich & Associates Inc. | 45,909 | $1,202,000 | 2.42% |
Opal Wealth Advisors, LLC | 38,180 | $1,000,000 | 1.25% |
Arlington Financial Advisors, LLC | 95,189 | $2,492,000 | 1.05% |
Wescott Financial Advisory Group, LLC | 52,009 | $1,362,000 | 0.96% |
Baldrige Asset Management LLC | 59,585 | $1,560,000 | 0.93% |
MFA WEALTH ADVISORS, LLC | 27,358 | $716,000 | 0.64% |
CWM, LLC | 2,395,834 | $62,388,000 | 0.50% |