ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 247 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $657,525 | -0.6% | 27,500 | 0.0% | 0.01% | -14.3% |
| Q1 2023 | $661,650 | +1.2% | 27,500 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $653,675 | +1.2% | 27,500 | 0.0% | 0.01% | -12.5% |
| Q3 2022 | $646,000 | -2.4% | 27,500 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $662,000 | -2.2% | 27,500 | 0.0% | 0.01% | +14.3% |
| Q1 2022 | $677,000 | -4.0% | 27,500 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $705,000 | -13.8% | 27,500 | -12.7% | 0.01% | -22.2% |
| Q3 2021 | $818,000 | +47.4% | 31,500 | +47.9% | 0.01% | +50.0% |
| Q2 2021 | $555,000 | +36.4% | 21,300 | +36.1% | 0.01% | +20.0% |
| Q1 2021 | $407,000 | – | 15,650 | – | 0.01% | – |
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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% |