ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 251 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,181,158 | +15.7% | 48,230 | +15.7% | 0.00% | 0.0% |
| Q1 2024 | $1,020,744 | +19.0% | 41,697 | +19.0% | 0.00% | +100.0% |
| Q4 2023 | $858,079 | -22.0% | 35,052 | -24.2% | 0.00% | -50.0% |
| 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% | – |
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% |