ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 252 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $393,199 | -24.7% | 16,056 | -24.7% | 0.00% | – |
| Q1 2024 | $521,873 | -29.3% | 21,318 | -29.3% | 0.00% | -100.0% |
| Q4 2023 | $738,257 | -40.7% | 30,158 | -42.4% | 0.00% | 0.0% |
| Q3 2023 | $1,245,569 | -7.5% | 52,401 | -7.0% | 0.00% | 0.0% |
| Q2 2023 | $1,346,771 | -5.5% | 56,327 | -4.9% | 0.00% | 0.0% |
| Q1 2023 | $1,424,728 | -34.5% | 59,216 | -35.3% | 0.00% | -50.0% |
| Q4 2022 | $2,175,617 | -46.6% | 91,529 | -47.2% | 0.00% | -50.0% |
| Q3 2022 | $4,072,000 | -13.6% | 173,357 | -11.4% | 0.00% | -20.0% |
| Q2 2022 | $4,714,000 | +15.8% | 195,699 | +18.4% | 0.01% | +66.7% |
| Q1 2022 | $4,072,000 | +203.7% | 165,340 | +216.3% | 0.00% | +200.0% |
| Q4 2021 | $1,341,000 | -36.3% | 52,280 | -35.5% | 0.00% | -50.0% |
| Q3 2021 | $2,106,000 | +0.4% | 81,075 | +0.6% | 0.00% | 0.0% |
| Q2 2021 | $2,098,000 | +38.5% | 80,553 | +38.1% | 0.00% | 0.0% |
| Q1 2021 | $1,515,000 | +8.7% | 58,317 | +9.6% | 0.00% | 0.0% |
| Q4 2020 | $1,394,000 | +8.6% | 53,233 | +8.2% | 0.00% | 0.0% |
| Q3 2020 | $1,284,000 | +21.0% | 49,190 | +20.5% | 0.00% | +100.0% |
| Q2 2020 | $1,061,000 | +75.4% | 40,807 | +68.0% | 0.00% | 0.0% |
| Q1 2020 | $605,000 | -84.4% | 24,290 | -84.1% | 0.00% | -80.0% |
| Q4 2019 | $3,883,000 | -1.3% | 152,703 | -1.2% | 0.01% | 0.0% |
| Q3 2019 | $3,935,000 | +2.5% | 154,618 | +2.1% | 0.01% | -16.7% |
| Q2 2019 | $3,838,000 | +8.4% | 151,498 | +7.1% | 0.01% | +20.0% |
| Q1 2019 | $3,540,000 | – | 141,472 | – | 0.01% | – |
Download | ||||||
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% |