ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 247 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $605,631 | -9.8% | 25,478 | -9.3% | 0.05% | -9.1% |
| Q2 2023 | $671,434 | -19.1% | 28,081 | -18.6% | 0.06% | -23.6% |
| Q1 2023 | $829,978 | +100625.5% | 34,496 | -0.5% | 0.07% | -4.0% |
| Q4 2022 | $824 | -99.9% | 34,652 | +0.4% | 0.08% | -9.6% |
| Q3 2022 | $811,000 | -12.8% | 34,526 | -10.5% | 0.08% | -7.8% |
| Q2 2022 | $930,000 | +8.9% | 38,585 | +11.3% | 0.09% | +20.0% |
| Q1 2022 | $854,000 | -21.6% | 34,656 | -18.4% | 0.08% | -23.5% |
| Q4 2021 | $1,089,000 | +5.8% | 42,451 | +7.2% | 0.10% | -3.9% |
| Q3 2021 | $1,029,000 | +0.9% | 39,598 | +1.1% | 0.10% | +1.0% |
| Q2 2021 | $1,020,000 | +22.0% | 39,155 | +21.7% | 0.10% | +13.5% |
| Q1 2021 | $836,000 | +22.0% | 32,171 | +22.9% | 0.09% | +14.1% |
| Q4 2020 | $685,000 | – | 26,183 | – | 0.08% | – |
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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% |