ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 147 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,981,493 | +4.9% | 546,129 | +5.5% | 0.01% | 0.0% |
| Q2 2023 | $12,375,021 | -10.4% | 517,567 | -9.8% | 0.01% | -18.2% |
| Q1 2023 | $13,806,791 | +14.4% | 573,848 | +13.0% | 0.01% | +10.0% |
| Q4 2022 | $12,066,401 | +4.5% | 507,632 | +3.3% | 0.01% | -9.1% |
| Q3 2022 | $11,546,000 | -26.2% | 491,534 | -24.3% | 0.01% | -26.7% |
| Q2 2022 | $15,640,000 | +9.8% | 649,243 | +12.3% | 0.02% | +25.0% |
| Q1 2022 | $14,243,000 | +10.9% | 578,297 | +15.5% | 0.01% | +9.1% |
| Q4 2021 | $12,840,000 | +13.9% | 500,599 | +15.4% | 0.01% | 0.0% |
| Q3 2021 | $11,270,000 | +32.4% | 433,812 | +32.7% | 0.01% | +22.2% |
| Q2 2021 | $8,511,000 | +23.6% | 326,835 | +23.3% | 0.01% | +12.5% |
| Q1 2021 | $6,887,000 | +96.5% | 265,155 | +98.1% | 0.01% | +60.0% |
| Q4 2020 | $3,504,000 | +144.7% | 133,840 | +144.1% | 0.01% | +150.0% |
| Q3 2020 | $1,432,000 | -24.6% | 54,839 | -24.9% | 0.00% | -33.3% |
| Q2 2020 | $1,900,000 | +6.8% | 73,043 | +2.3% | 0.00% | -25.0% |
| Q1 2020 | $1,779,000 | +14.9% | 71,379 | +17.3% | 0.00% | +33.3% |
| Q4 2019 | $1,548,000 | +44.3% | 60,868 | +44.4% | 0.00% | +50.0% |
| Q3 2019 | $1,073,000 | +59.4% | 42,161 | +58.7% | 0.00% | +100.0% |
| Q2 2019 | $673,000 | +73.9% | 26,569 | +71.6% | 0.00% | 0.0% |
| Q1 2019 | $387,000 | +35.3% | 15,480 | +32.2% | 0.00% | 0.0% |
| Q4 2018 | $286,000 | +29.4% | 11,713 | +30.5% | 0.00% | 0.0% |
| Q3 2018 | $221,000 | – | 8,978 | – | 0.00% | – |
Download | ||||||
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% |