ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 116 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $842,361 | +29.0% | 35,438 | +29.8% | 0.01% | +33.3% |
| Q2 2023 | $652,815 | -0.5% | 27,303 | +0.1% | 0.01% | -10.0% |
| Q1 2023 | $656,237 | -15.4% | 27,275 | -16.5% | 0.01% | -28.6% |
| Q4 2022 | $776,091 | +16.2% | 32,650 | +14.7% | 0.01% | +7.7% |
| Q3 2022 | $668,000 | -14.2% | 28,457 | -11.9% | 0.01% | -13.3% |
| Q2 2022 | $779,000 | -11.9% | 32,317 | -10.0% | 0.02% | +7.1% |
| Q1 2022 | $884,000 | -37.9% | 35,901 | -35.3% | 0.01% | -36.4% |
| Q4 2021 | $1,423,000 | -48.8% | 55,476 | -48.1% | 0.02% | -53.2% |
| Q3 2021 | $2,778,000 | +6.1% | 106,934 | +6.4% | 0.05% | +4.4% |
| Q2 2021 | $2,618,000 | +94.6% | 100,528 | +94.2% | 0.04% | +60.7% |
| Q1 2021 | $1,345,000 | +58.4% | 51,776 | +59.7% | 0.03% | +47.4% |
| Q4 2020 | $849,000 | -12.0% | 32,422 | -12.3% | 0.02% | -24.0% |
| Q3 2020 | $965,000 | +43.4% | 36,955 | +42.9% | 0.02% | +31.6% |
| Q2 2020 | $673,000 | +188.8% | 25,858 | +176.9% | 0.02% | +137.5% |
| Q1 2020 | $233,000 | – | 9,339 | – | 0.01% | – |
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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% |