ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 66 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $984,951 | +20.4% | 41,437 | +21.1% | 0.01% | +50.0% |
| Q2 2023 | $818,277 | +16.2% | 34,223 | +16.9% | 0.00% | 0.0% |
| Q1 2023 | $704,355 | +13.8% | 29,275 | +12.5% | 0.00% | +33.3% |
| Q4 2022 | $618,684 | +67.7% | 26,028 | +65.6% | 0.00% | +50.0% |
| Q3 2022 | $369,000 | +32.3% | 15,718 | +35.7% | 0.00% | 0.0% |
| Q2 2022 | $279,000 | +31.6% | 11,580 | +40.2% | 0.00% | +100.0% |
| Q4 2021 | $212,000 | -33.8% | 8,258 | -34.7% | 0.00% | -50.0% |
| Q2 2019 | $320,000 | -20.4% | 12,642 | -21.3% | 0.00% | -33.3% |
| Q1 2019 | $402,000 | +43.6% | 16,054 | +40.0% | 0.00% | +50.0% |
| Q4 2018 | $280,000 | – | 11,469 | – | 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% |