ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 208 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $239,125 | -0.5% | 10,060 | +0.1% | 0.02% | +4.8% |
| Q2 2023 | $240,308 | -1.4% | 10,051 | -0.7% | 0.02% | -4.5% |
| Q1 2023 | $243,632 | +8.5% | 10,126 | +7.2% | 0.02% | 0.0% |
| Q4 2022 | $224,555 | +3.0% | 9,447 | +1.9% | 0.02% | 0.0% |
| Q3 2022 | $218,000 | -2.2% | 9,267 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $223,000 | -6.7% | 9,267 | -4.3% | 0.02% | +46.7% |
| Q1 2022 | $239,000 | +146.4% | 9,686 | +157.0% | 0.02% | +150.0% |
| Q4 2021 | $97,000 | -13.4% | 3,769 | -12.8% | 0.01% | -25.0% |
| Q3 2021 | $112,000 | +646.7% | 4,322 | +662.3% | 0.01% | +700.0% |
| Q2 2021 | $15,000 | +150.0% | 567 | +146.5% | 0.00% | – |
| Q1 2021 | $6,000 | 0.0% | 230 | 0.0% | 0.00% | – |
| Q4 2020 | $6,000 | -78.6% | 230 | -78.9% | 0.00% | -100.0% |
| Q3 2020 | $28,000 | +55.6% | 1,091 | +60.7% | 0.00% | +100.0% |
| Q2 2020 | $18,000 | +5.9% | 679 | 0.0% | 0.00% | -50.0% |
| Q1 2020 | $17,000 | -75.4% | 679 | -74.9% | 0.00% | -66.7% |
| Q4 2019 | $69,000 | 0.0% | 2,700 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $69,000 | +1.5% | 2,700 | 0.0% | 0.01% | -25.0% |
| Q2 2019 | $68,000 | 0.0% | 2,700 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $68,000 | +3.0% | 2,700 | 0.0% | 0.01% | -11.1% |
| Q4 2018 | $66,000 | – | 2,700 | – | 0.01% | – |
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% |