ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 242 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $784,000 | -11.7% | 31,813 | -8.1% | 0.04% | -5.3% |
| Q4 2021 | $888,000 | -10.4% | 34,633 | -9.2% | 0.04% | -19.1% |
| Q3 2021 | $991,000 | -5.1% | 38,140 | -4.8% | 0.05% | -4.1% |
| Q2 2021 | $1,044,000 | +39.6% | 40,080 | +39.2% | 0.05% | +19.5% |
| Q1 2021 | $748,000 | +13.0% | 28,802 | +13.9% | 0.04% | -29.3% |
| Q4 2020 | $662,000 | +0.2% | 25,282 | -0.2% | 0.06% | -7.9% |
| Q3 2020 | $661,000 | +22.4% | 25,329 | +21.9% | 0.06% | +23.5% |
| Q2 2020 | $540,000 | +7.1% | 20,770 | +2.6% | 0.05% | -15.0% |
| Q1 2020 | $504,000 | -16.4% | 20,238 | -14.6% | 0.06% | +11.1% |
| Q4 2019 | $603,000 | +68.9% | 23,703 | +68.8% | 0.05% | +54.3% |
| Q3 2019 | $357,000 | – | 14,041 | – | 0.04% | – |
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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% |