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 | $953,310 | +1.4% | 40,106 | +2.0% | 0.04% | +5.9% |
| Q2 2023 | $940,562 | -5.1% | 39,338 | -4.5% | 0.03% | -12.8% |
| Q1 2023 | $990,973 | -28.0% | 41,188 | -28.9% | 0.04% | -29.1% |
| Q4 2022 | $1,376,700 | -11.3% | 57,918 | -12.3% | 0.06% | -17.9% |
| Q3 2022 | $1,552,000 | +23.3% | 66,050 | +26.4% | 0.07% | +24.1% |
| Q2 2022 | $1,259,000 | – | 52,258 | – | 0.05% | – |
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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% |