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 | $6,186,831 | +14.9% | 260,279 | +15.6% | 0.09% | +9.5% |
| Q2 2023 | $5,383,797 | +9.3% | 225,169 | +9.9% | 0.08% | -8.7% |
| Q1 2023 | $4,927,313 | +3.7% | 204,793 | -0.3% | 0.09% | -20.7% |
| Q4 2022 | $4,752,198 | +19.6% | 205,459 | +21.4% | 0.12% | -6.5% |
| Q3 2022 | $3,975,000 | -1.1% | 169,238 | +1.4% | 0.12% | +1.6% |
| Q2 2022 | $4,021,000 | +5.8% | 166,922 | +8.2% | 0.12% | -1.6% |
| Q1 2022 | $3,799,000 | -2.1% | 154,246 | +1.9% | 0.12% | -1.6% |
| Q4 2021 | $3,882,000 | +7.2% | 151,339 | +8.5% | 0.13% | -4.5% |
| Q3 2021 | $3,622,000 | +15.5% | 139,424 | +15.8% | 0.13% | +3.9% |
| Q2 2021 | $3,136,000 | +19.2% | 120,434 | +19.0% | 0.13% | -9.9% |
| Q1 2021 | $2,630,000 | -3.7% | 101,235 | -2.9% | 0.14% | -11.3% |
| Q4 2020 | $2,730,000 | +20.3% | 104,292 | +19.9% | 0.16% | +2.6% |
| Q3 2020 | $2,270,000 | +11.5% | 86,964 | +11.1% | 0.16% | +0.6% |
| Q2 2020 | $2,035,000 | +294.4% | 78,258 | +278.3% | 0.15% | +214.3% |
| Q1 2020 | $516,000 | – | 20,687 | – | 0.05% | – |
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% |