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 | $9,317,828 | +5.3% | 392,000 | +5.9% | 0.26% | +7.1% |
| Q2 2023 | $8,847,119 | -0.9% | 370,018 | -0.2% | 0.24% | -17.2% |
| Q1 2023 | $8,924,107 | +3.4% | 370,911 | +2.1% | 0.29% | -7.3% |
| Q4 2022 | $8,631,802 | +7.0% | 363,139 | +5.8% | 0.31% | 0.0% |
| Q3 2022 | $8,065,000 | -3.4% | 343,353 | -0.9% | 0.31% | +2.6% |
| Q2 2022 | $8,348,000 | +2.9% | 346,538 | +5.2% | 0.31% | +18.1% |
| Q1 2022 | $8,114,000 | +34.1% | 329,450 | +39.6% | 0.26% | +39.2% |
| Q4 2021 | $6,051,000 | +14.8% | 235,924 | +16.3% | 0.19% | +3.9% |
| Q3 2021 | $5,269,000 | +28.9% | 202,804 | +29.2% | 0.18% | +27.0% |
| Q2 2021 | $4,087,000 | – | 156,951 | – | 0.14% | – |
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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% |