ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 239 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $778,943 | -65.1% | 32,770 | -64.6% | 0.00% | – |
| Q1 2023 | $2,229,905 | -1.6% | 92,681 | -2.8% | 0.00% | -100.0% |
| Q4 2022 | $2,265,780 | -4.7% | 95,321 | -5.9% | 0.00% | 0.0% |
| Q3 2022 | $2,378,000 | -22.4% | 101,254 | -20.4% | 0.00% | 0.0% |
| Q2 2022 | $3,064,000 | +1006.1% | 127,203 | +1077.7% | 0.00% | – |
| Q4 2021 | $277,000 | -74.5% | 10,801 | -74.2% | 0.00% | – |
| Q3 2021 | $1,088,000 | -66.7% | 41,897 | -66.6% | 0.00% | -100.0% |
| Q2 2021 | $3,272,000 | +74.1% | 125,600 | +73.6% | 0.00% | – |
| Q1 2021 | $1,879,000 | -21.7% | 72,351 | -21.1% | 0.00% | -100.0% |
| Q4 2020 | $2,401,000 | -31.1% | 91,692 | -31.6% | 0.00% | 0.0% |
| Q2 2020 | $3,485,000 | -20.6% | 133,990 | -23.9% | 0.00% | -50.0% |
| Q1 2020 | $4,387,000 | +444.3% | 176,034 | +454.3% | 0.00% | – |
| Q3 2019 | $806,000 | +31.9% | 31,759 | +27.8% | 0.00% | – |
| Q2 2018 | $611,000 | – | 24,854 | – | 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% |