ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 208 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,782,750 | -0.6% | 75,000 | 0.0% | 0.10% | +1.0% |
| Q2 2023 | $1,793,250 | +99304.1% | 75,000 | 0.0% | 0.10% | -4.0% |
| Q1 2023 | $1,804 | +1.2% | 75,000 | 0.0% | 0.10% | -5.6% |
| Q4 2022 | $1,783 | -99.9% | 75,000 | -50.0% | 0.11% | -5.3% |
| Q3 2022 | $3,524,000 | +95.0% | 150,000 | +100.0% | 0.11% | +5.6% |
| Q2 2022 | $1,807,000 | -10.5% | 75,000 | -8.5% | 0.11% | +4.9% |
| Q1 2022 | $2,020,000 | -3.9% | 82,000 | 0.0% | 0.10% | +2.0% |
| Q4 2021 | $2,103,000 | -1.3% | 82,000 | 0.0% | 0.10% | -12.3% |
| Q3 2021 | $2,130,000 | -0.2% | 82,000 | 0.0% | 0.11% | +1.8% |
| Q2 2021 | $2,135,000 | +0.2% | 82,000 | 0.0% | 0.11% | -5.1% |
| Q1 2021 | $2,130,000 | – | 82,000 | – | 0.12% | – |
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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% |