ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 147 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,099,632 | -3.2% | 46,261 | -2.7% | 0.00% | 0.0% |
| Q2 2023 | $1,136,289 | +2.0% | 47,524 | +2.7% | 0.00% | 0.0% |
| Q1 2023 | $1,113,761 | -4.3% | 46,291 | -5.5% | 0.00% | 0.0% |
| Q4 2022 | $1,164,273 | -33.5% | 48,981 | -34.3% | 0.00% | -50.0% |
| Q3 2022 | $1,751,000 | -26.6% | 74,527 | -24.8% | 0.00% | -20.0% |
| Q2 2022 | $2,387,000 | -25.6% | 99,084 | -23.9% | 0.01% | -16.7% |
| Q1 2022 | $3,208,000 | -13.1% | 130,232 | -9.5% | 0.01% | -14.3% |
| Q4 2021 | $3,690,000 | -3.5% | 143,877 | -2.2% | 0.01% | -12.5% |
| Q3 2021 | $3,824,000 | -1.9% | 147,177 | -1.7% | 0.01% | 0.0% |
| Q2 2021 | $3,900,000 | +38.7% | 149,771 | +38.4% | 0.01% | +33.3% |
| Q1 2021 | $2,811,000 | +42.0% | 108,238 | +43.1% | 0.01% | +20.0% |
| Q4 2020 | $1,980,000 | +262.0% | 75,644 | +260.9% | 0.01% | +150.0% |
| Q3 2020 | $547,000 | -4.9% | 20,959 | -9.1% | 0.00% | -33.3% |
| Q1 2020 | $575,000 | +177.8% | 23,055 | +182.9% | 0.00% | +200.0% |
| Q4 2019 | $207,000 | – | 8,150 | – | 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% |