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 | $436,263 | +2.7% | 18,354 | +3.3% | 0.07% | +19.6% |
| Q2 2023 | $424,797 | +6.4% | 17,767 | +7.1% | 0.06% | +5.7% |
| Q1 2023 | $399,240 | +50.2% | 16,594 | +48.4% | 0.05% | +47.2% |
| Q4 2022 | $265,760 | +1.0% | 11,181 | -0.1% | 0.04% | -5.3% |
| Q3 2022 | $263,000 | -6.4% | 11,192 | -4.1% | 0.04% | 0.0% |
| Q2 2022 | $281,000 | -8.2% | 11,672 | -6.0% | 0.04% | +5.6% |
| Q1 2022 | $306,000 | -63.1% | 12,412 | -61.6% | 0.04% | -60.4% |
| Q4 2021 | $829,000 | +178.2% | 32,305 | +182.0% | 0.09% | +203.3% |
| Q3 2021 | $298,000 | -50.1% | 11,455 | -50.0% | 0.03% | -55.2% |
| Q2 2021 | $597,000 | +5.3% | 22,912 | +5.0% | 0.07% | +4.7% |
| Q1 2021 | $567,000 | -8.0% | 21,813 | -7.3% | 0.06% | -28.9% |
| Q4 2020 | $616,000 | +23.0% | 23,520 | +22.5% | 0.09% | +38.5% |
| Q3 2020 | $501,000 | +2.5% | 19,197 | +2.3% | 0.06% | +116.7% |
| Q2 2020 | $489,000 | +10.9% | 18,762 | +6.0% | 0.03% | -55.2% |
| Q1 2020 | $441,000 | +13.4% | 17,702 | +15.6% | 0.07% | +28.8% |
| Q4 2019 | $389,000 | +0.8% | 15,311 | +0.8% | 0.05% | +2.0% |
| Q3 2019 | $386,000 | +6.9% | 15,186 | +6.6% | 0.05% | 0.0% |
| Q2 2019 | $361,000 | – | 14,241 | – | 0.05% | – |
Download | ||||||
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% |