ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 280 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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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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% |