ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 243 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $290,211 | -0.5% | 12,209 | +0.1% | 0.01% | +10.0% |
Q2 2023 | $291,694 | +12.7% | 12,199 | +13.4% | 0.01% | +11.1% |
Q1 2023 | $258,770 | -55.2% | 10,755 | -55.7% | 0.01% | -57.1% |
Q4 2022 | $577,304 | -13.1% | 24,287 | -14.1% | 0.02% | -16.0% |
Q3 2022 | $664,000 | +10.1% | 28,271 | +13.0% | 0.02% | +19.0% |
Q2 2022 | $603,000 | -7.1% | 25,021 | -5.0% | 0.02% | +10.5% |
Q1 2022 | $649,000 | -0.9% | 26,332 | +3.2% | 0.02% | +5.6% |
Q4 2021 | $655,000 | -22.6% | 25,519 | -21.7% | 0.02% | -28.0% |
Q3 2021 | $846,000 | +35.1% | 32,572 | +35.5% | 0.02% | +31.6% |
Q2 2021 | $626,000 | +171.0% | 24,042 | +170.5% | 0.02% | +171.4% |
Q1 2021 | $231,000 | – | 8,887 | – | 0.01% | – |
Download |
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% |