ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 242 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,485,720 | +14.2% | 272,853 | +14.8% | 0.06% | +16.7% |
| Q2 2023 | $5,681,318 | +25.0% | 237,613 | +25.8% | 0.05% | +4.3% |
| Q1 2023 | $4,543,806 | +20.1% | 188,853 | +18.6% | 0.05% | +9.5% |
| Q4 2022 | $3,784,538 | +11.3% | 159,215 | +10.0% | 0.04% | -2.3% |
| Q3 2022 | $3,401,000 | -12.0% | 144,789 | -9.7% | 0.04% | -18.9% |
| Q2 2022 | $3,863,000 | +13.6% | 160,362 | +16.2% | 0.05% | +23.3% |
| Q1 2022 | $3,400,000 | +40.1% | 138,041 | +45.9% | 0.04% | +26.5% |
| Q4 2021 | $2,426,000 | +1780.6% | 94,589 | +1799.4% | 0.03% | +1600.0% |
| Q3 2021 | $129,000 | – | 4,980 | – | 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% |