ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 249 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $2,702,000 | -4.4% | 115,033 | -2.0% | 0.00% | 0.0% |
| Q2 2022 | $2,826,000 | -6.2% | 117,326 | -4.1% | 0.00% | +33.3% |
| Q1 2022 | $3,012,000 | -5.7% | 122,301 | -1.7% | 0.00% | -25.0% |
| Q4 2021 | $3,193,000 | +0.8% | 124,470 | +2.0% | 0.00% | 0.0% |
| Q3 2021 | $3,169,000 | +3.2% | 121,975 | +3.4% | 0.00% | 0.0% |
| Q2 2021 | $3,072,000 | -3.5% | 117,971 | -3.7% | 0.00% | -20.0% |
| Q1 2021 | $3,182,000 | -47.9% | 122,498 | -47.5% | 0.01% | 0.0% |
| Q4 2020 | $6,110,000 | +100.6% | 233,370 | +100.0% | 0.01% | -16.7% |
| Q3 2020 | $3,046,000 | -0.6% | 116,685 | -1.0% | 0.01% | 0.0% |
| Q2 2020 | $3,065,000 | +8.8% | 117,840 | +4.3% | 0.01% | -14.3% |
| Q1 2020 | $2,817,000 | +15.1% | 113,026 | +17.4% | 0.01% | +40.0% |
| Q4 2019 | $2,448,000 | +121.1% | 96,248 | +121.2% | 0.01% | +150.0% |
| Q3 2019 | $1,107,000 | +42.7% | 43,513 | +42.1% | 0.00% | 0.0% |
| Q2 2019 | $776,000 | +0.6% | 30,613 | -0.7% | 0.00% | 0.0% |
| Q1 2019 | $771,000 | – | 30,823 | – | 0.00% | – |
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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% |