ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 243 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,111,652 | -13.8% | 88,837 | -13.3% | 0.16% | -12.3% |
| Q2 2023 | $2,450,888 | +4.3% | 102,505 | +5.0% | 0.18% | +12.6% |
| Q1 2023 | $2,348,748 | +2.2% | 97,620 | +1.0% | 0.16% | -3.0% |
| Q4 2022 | $2,298,257 | +26.4% | 96,687 | +24.9% | 0.16% | +17.1% |
| Q3 2022 | $1,818,000 | -18.3% | 77,400 | -16.2% | 0.14% | -15.2% |
| Q2 2022 | $2,225,000 | +107.7% | 92,381 | +112.4% | 0.16% | +132.4% |
| Q1 2022 | $1,071,000 | +15.9% | 43,490 | +20.7% | 0.07% | +20.3% |
| Q4 2021 | $924,000 | -0.4% | 36,037 | +0.8% | 0.06% | -7.8% |
| Q3 2021 | $928,000 | +5.5% | 35,738 | +5.8% | 0.06% | +10.3% |
| Q2 2021 | $880,000 | – | 33,794 | – | 0.06% | – |
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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% |