ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 7 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,994,000 | +226.4% | 83,921 | +227.3% | 0.00% | +300.0% |
| Q2 2023 | $611,000 | -8.4% | 25,644 | -7.5% | 0.00% | 0.0% |
| Q1 2023 | $667,000 | -17.7% | 27,727 | -18.7% | 0.00% | -50.0% |
| Q4 2022 | $810,000 | -29.9% | 34,115 | -30.8% | 0.00% | -33.3% |
| Q3 2022 | $1,155,000 | -3.4% | 49,330 | -0.8% | 0.00% | 0.0% |
| Q2 2022 | $1,196,000 | +1.3% | 49,737 | +3.5% | 0.00% | 0.0% |
| Q1 2022 | $1,181,000 | -25.1% | 48,068 | -21.9% | 0.00% | 0.0% |
| Q4 2021 | $1,577,000 | +72.0% | 61,509 | +73.7% | 0.00% | +50.0% |
| Q3 2021 | $917,000 | +2.1% | 35,404 | +2.4% | 0.00% | -33.3% |
| Q2 2021 | $898,000 | -15.8% | 34,559 | -15.9% | 0.00% | 0.0% |
| Q1 2021 | $1,067,000 | +425.6% | 41,070 | +428.0% | 0.00% | +200.0% |
| Q4 2020 | $203,000 | – | 7,778 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stewardship Advisors, LLC | 342,811 | $8,946,000 | 4.48% |
| Wealthsimple US, Ltd. | 178,194 | $4,652,000 | 3.10% |
| Private Ocean, LLC | 461,420 | $12,045,000 | 2.82% |
| Braun-Bostich & Associates Inc. | 46,467 | $1,213,000 | 1.21% |
| Arlington Financial Advisors, LLC | 82,680 | $2,158,000 | 1.11% |
| Baldrige Asset Management LLC | 60,643 | $1,583,000 | 1.07% |
| Bigelow Investment Advisors, LLC | 34,363 | $897,000 | 0.53% |
| CWM, LLC | 2,395,834 | $62,388,000 | 0.50% |
| Cribstone Capital Management, LLC | 19,322 | $504,000 | 0.41% |
| Accredited Investors Inc. | 70,484 | $1,840,000 | 0.38% |