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 | $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% | – |
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% |