ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 247 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,525,857 | +1.5% | 190,402 | +2.1% | 0.22% | +6.1% |
| Q2 2023 | $4,461,005 | -1.4% | 186,575 | -0.8% | 0.21% | -6.6% |
| Q1 2023 | $4,523,737 | +18.6% | 188,019 | +17.2% | 0.23% | +11.8% |
| Q4 2022 | $3,812,823 | -1.3% | 160,405 | -2.4% | 0.20% | -7.7% |
| Q3 2022 | $3,862,000 | -0.4% | 164,400 | +2.1% | 0.22% | +6.8% |
| Q2 2022 | $3,877,000 | +4.5% | 160,948 | +6.9% | 0.21% | +19.8% |
| Q1 2022 | $3,709,000 | +3.5% | 150,570 | +7.8% | 0.17% | +10.3% |
| Q4 2021 | $3,583,000 | +7.0% | 139,695 | +8.3% | 0.16% | -3.7% |
| Q3 2021 | $3,350,000 | -1.4% | 128,931 | -1.2% | 0.16% | -3.0% |
| Q2 2021 | $3,399,000 | +9.8% | 130,540 | +9.5% | 0.17% | 0.0% |
| Q1 2021 | $3,097,000 | +66.4% | 119,247 | +67.8% | 0.17% | +60.6% |
| Q4 2020 | $1,861,000 | +2.0% | 71,077 | +1.7% | 0.10% | -7.1% |
| Q3 2020 | $1,824,000 | +79.2% | 69,869 | +71.7% | 0.11% | +64.7% |
| Q1 2019 | $1,018,000 | – | 40,692 | – | 0.07% | – |
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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% |