ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 259 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $384,834 | -0.3% | 15,714 | -0.3% | 0.00% | 0.0% |
Q1 2024 | $385,925 | +1.3% | 15,765 | +1.4% | 0.00% | 0.0% |
Q4 2023 | $380,787 | +9.1% | 15,555 | +5.9% | 0.00% | 0.0% |
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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Stewardship Advisors, LLC | 464,557 | $12,097,000 | 4.53% |
Private Ocean, LLC | 999,428 | $26,025,000 | 3.41% |
Prostatis Group LLC | 135,052 | $3,516,748 | 2.40% |
Braun-Bostich & Associates Inc. | 45,574 | $1,187,000 | 2.16% |
Arlington Financial Advisors, LLC | 128,318 | $3,341,000 | 1.27% |
Opal Wealth Advisors, LLC | 49,614 | $1,292,000 | 1.20% |
Wescott Financial Advisory Group, LLC | 77,200 | $2,014,000 | 1.19% |
Better Money Decisions, LLC | 41,858 | $1,090,000 | 0.98% |
Baldrige Asset Management LLC | 86,344 | $2,248,000 | 0.97% |
Summit Wealth Group, LLC | 24,236 | $631,000 | 0.94% |