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 | $349,181 | -63.0% | 14,690 | -62.7% | 0.00% | -62.5% |
| Q2 2023 | $943,677 | -19.5% | 39,436 | -19.0% | 0.01% | -27.3% |
| Q1 2023 | $1,171,558 | +476.0% | 48,694 | -0.6% | 0.01% | +10.0% |
| Q4 2022 | $203,398 | -53.6% | 48,988 | +162.5% | 0.01% | +100.0% |
| Q3 2022 | $438,000 | -4.2% | 18,661 | -1.5% | 0.01% | +25.0% |
| Q2 2022 | $457,000 | -47.8% | 18,954 | -46.6% | 0.00% | -42.9% |
| Q1 2022 | $875,000 | -83.8% | 35,511 | -83.1% | 0.01% | -82.9% |
| Q4 2021 | $5,403,000 | +19.6% | 210,653 | +21.1% | 0.04% | +41.4% |
| Q3 2021 | $4,517,000 | +12.3% | 173,882 | +12.5% | 0.03% | -17.1% |
| Q2 2021 | $4,024,000 | +4525.3% | 154,539 | +4529.7% | 0.04% | +3400.0% |
| Q2 2020 | $87,000 | – | 3,338 | – | 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% |