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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,758 | -0.6% | 705 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $16,857 | -83.4% | 705 | -83.3% | 0.00% | -82.4% |
| Q1 2023 | $101,534 | +1.2% | 4,220 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $100,309 | +1.3% | 4,220 | 0.0% | 0.02% | -10.5% |
| Q3 2022 | $99,000 | -2.9% | 4,220 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $102,000 | +22.9% | 4,220 | +24.9% | 0.02% | +26.7% |
| Q1 2022 | $83,000 | -11.7% | 3,380 | -7.5% | 0.02% | -16.7% |
| Q4 2021 | $94,000 | +3.3% | 3,655 | +4.0% | 0.02% | -5.3% |
| Q3 2021 | $91,000 | +5.8% | 3,515 | +6.0% | 0.02% | +5.6% |
| Q2 2021 | $86,000 | +7.5% | 3,315 | +7.5% | 0.02% | -5.3% |
| Q1 2021 | $80,000 | -1.2% | 3,085 | 0.0% | 0.02% | -9.5% |
| Q4 2020 | $81,000 | +55.8% | 3,085 | +53.9% | 0.02% | +40.0% |
| Q3 2020 | $52,000 | +1200.0% | 2,005 | +1153.1% | 0.02% | +1400.0% |
| Q2 2020 | $4,000 | – | 160 | – | 0.00% | – |
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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% |