ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 79 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $506,000 | -9.0% | 19,468 | -12.7% | 0.11% | -22.1% |
| Q1 2020 | $556,000 | -1.9% | 22,295 | -0.1% | 0.14% | +12.9% |
| Q4 2019 | $567,000 | +4.6% | 22,310 | +4.8% | 0.12% | +0.8% |
| Q3 2019 | $542,000 | +0.9% | 21,291 | +0.4% | 0.12% | +5.1% |
| Q2 2019 | $537,000 | +1.3% | 21,215 | +0.2% | 0.12% | +0.9% |
| Q1 2019 | $530,000 | – | 21,167 | – | 0.12% | – |
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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% |