ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 239 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $918 | -13.6% | 38,626 | -13.1% | 0.03% | -12.8% |
| Q2 2023 | $1,063 | -3.3% | 44,446 | -2.7% | 0.04% | -7.1% |
| Q1 2023 | $1,099 | +15.1% | 45,671 | +13.7% | 0.04% | +7.7% |
| Q4 2022 | $955 | -99.9% | 40,184 | +18.8% | 0.04% | 0.0% |
| Q3 2022 | $794,000 | +2.3% | 33,820 | +5.0% | 0.04% | +11.4% |
| Q2 2022 | $776,000 | -12.0% | 32,216 | -10.0% | 0.04% | -7.9% |
| Q1 2022 | $882,000 | +8.1% | 35,813 | +12.5% | 0.04% | +8.6% |
| Q4 2021 | $816,000 | +20.9% | 31,828 | +22.5% | 0.04% | +9.4% |
| Q3 2021 | $675,000 | +44.5% | 25,981 | +44.9% | 0.03% | +45.5% |
| Q2 2021 | $467,000 | +1.7% | 17,925 | +1.4% | 0.02% | -8.3% |
| Q1 2021 | $459,000 | +74.5% | 17,678 | +75.8% | 0.02% | +50.0% |
| Q4 2020 | $263,000 | – | 10,055 | – | 0.02% | – |
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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% |