ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 259 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $411,533 | -35.1% | 16,811 | -35.1% | 0.01% | -33.3% |
Q1 2024 | $633,846 | 0.0% | 25,903 | 0.0% | 0.01% | -10.0% |
Q4 2023 | $633,846 | +2.9% | 25,903 | 0.0% | 0.01% | -9.1% |
Q3 2023 | $615,713 | -23.3% | 25,903 | -22.9% | 0.01% | -21.4% |
Q2 2023 | $803,110 | +31.9% | 33,603 | +32.7% | 0.01% | +27.3% |
Q1 2023 | $608,897 | +1.2% | 25,318 | 0.0% | 0.01% | -8.3% |
Q4 2022 | $601,808 | -59.7% | 25,318 | -60.2% | 0.01% | -61.3% |
Q3 2022 | $1,492,000 | -17.2% | 63,545 | -15.0% | 0.03% | -13.9% |
Q2 2022 | $1,801,000 | -9.8% | 74,768 | -7.8% | 0.04% | +5.9% |
Q1 2022 | $1,996,000 | -4.0% | 81,087 | 0.0% | 0.03% | 0.0% |
Q4 2021 | $2,079,000 | +18.3% | 81,087 | +19.8% | 0.03% | +6.2% |
Q3 2021 | $1,758,000 | -0.3% | 67,711 | 0.0% | 0.03% | +3.2% |
Q2 2021 | $1,763,000 | +67.1% | 67,711 | +66.7% | 0.03% | +55.0% |
Q1 2021 | $1,055,000 | +22.4% | 40,611 | +23.4% | 0.02% | +11.1% |
Q4 2020 | $862,000 | +23.1% | 32,911 | +22.8% | 0.02% | +5.9% |
Q3 2020 | $700,000 | +0.4% | 26,811 | 0.0% | 0.02% | -10.5% |
Q2 2020 | $697,000 | +4.3% | 26,811 | 0.0% | 0.02% | -13.6% |
Q1 2020 | $668,000 | +104.9% | 26,811 | +109.3% | 0.02% | +144.4% |
Q4 2019 | $326,000 | 0.0% | 12,811 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $326,000 | -28.4% | 12,811 | -28.6% | 0.01% | -30.8% |
Q2 2019 | $455,000 | +1.3% | 17,951 | 0.0% | 0.01% | -7.1% |
Q1 2019 | $449,000 | +2.3% | 17,951 | 0.0% | 0.01% | -6.7% |
Q4 2018 | $439,000 | -0.5% | 17,951 | 0.0% | 0.02% | +7.1% |
Q3 2018 | $441,000 | +0.2% | 17,951 | 0.0% | 0.01% | -6.7% |
Q2 2018 | $440,000 | +112.6% | 17,951 | +113.7% | 0.02% | +114.3% |
Q1 2018 | $207,000 | -1.4% | 8,400 | 0.0% | 0.01% | 0.0% |
Q4 2017 | $210,000 | – | 8,400 | – | 0.01% | – |
Download |
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% |