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 | $261,351 | +22.0% | 10,995 | +22.7% | 0.07% | +23.3% |
| Q2 2023 | $214,234 | -0.6% | 8,960 | 0.0% | 0.06% | -1.6% |
| Q1 2023 | $215,578 | -15.4% | 8,960 | -16.4% | 0.06% | -20.8% |
| Q4 2022 | $254,696 | +9.3% | 10,715 | +8.2% | 0.08% | -2.5% |
| Q3 2022 | $233,000 | +15.3% | 9,905 | +21.0% | 0.08% | +36.2% |
| Q1 2022 | $202,000 | -22.3% | 8,185 | -19.4% | 0.06% | -20.5% |
| Q4 2021 | $260,000 | +12.1% | 10,150 | +13.5% | 0.07% | +2.8% |
| Q1 2021 | $232,000 | – | 8,945 | – | 0.07% | – |
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% |