ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 243 filers reported holding ISHARES TR in Q3 2023. 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 | 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% |