ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 249 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $316,165 | -80.0% | 13,301 | -80.3% | 0.01% | -86.0% |
| Q3 2022 | $1,584,000 | -4.2% | 67,427 | -1.7% | 0.05% | +8.7% |
| Q2 2022 | $1,653,000 | -58.9% | 68,605 | -56.3% | 0.05% | -72.3% |
| Q4 2021 | $4,023,000 | +3.4% | 156,857 | +4.8% | 0.17% | +5.7% |
| Q3 2021 | $3,890,000 | -43.0% | 149,726 | -42.9% | 0.16% | -32.0% |
| Q2 2021 | $6,829,000 | +634.3% | 262,232 | +636.2% | 0.23% | +216.4% |
| Q3 2020 | $930,000 | +0.8% | 35,618 | +0.3% | 0.07% | +10.6% |
| Q2 2020 | $923,000 | – | 35,502 | – | 0.07% | – |
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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% |