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 | $315,519 | -13.2% | 13,274 | -12.7% | 0.01% | -16.7% |
| Q2 2023 | $363,567 | +10.8% | 15,206 | +11.5% | 0.01% | +20.0% |
| Q1 2023 | $328,120 | -19.2% | 13,638 | -20.1% | 0.01% | -28.6% |
| Q4 2022 | $405,903 | +48.1% | 17,076 | +46.3% | 0.01% | 0.0% |
| Q3 2022 | $274,000 | -4.5% | 11,675 | -1.9% | 0.01% | 0.0% |
| Q2 2022 | $287,000 | -9.2% | 11,905 | -7.1% | 0.01% | +16.7% |
| Q1 2022 | $316,000 | -4.2% | 12,811 | -0.4% | 0.01% | -14.3% |
| Q4 2021 | $330,000 | +31.5% | 12,864 | +33.1% | 0.01% | +40.0% |
| Q3 2021 | $251,000 | – | 9,668 | – | 0.01% | – |
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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% |