ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 280 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,502,661 | -21.9% | 63,217 | -21.4% | 0.04% | -21.6% |
| Q2 2023 | $1,923,023 | +25.7% | 80,428 | +26.4% | 0.05% | +21.4% |
| Q1 2023 | $1,530,361 | -20.9% | 63,606 | -21.8% | 0.04% | -28.8% |
| Q4 2022 | $1,933,932 | +13.4% | 81,360 | +12.1% | 0.06% | -1.7% |
| Q3 2022 | $1,705,000 | -29.5% | 72,578 | -27.7% | 0.06% | -27.7% |
| Q2 2022 | $2,418,000 | -35.8% | 100,362 | -34.4% | 0.08% | -25.2% |
| Q1 2022 | $3,768,000 | -2.0% | 153,000 | +2.1% | 0.11% | 0.0% |
| Q4 2021 | $3,843,000 | -1.7% | 149,853 | -0.4% | 0.11% | -10.5% |
| Q3 2021 | $3,908,000 | -0.8% | 150,408 | -0.6% | 0.12% | 0.0% |
| Q2 2021 | $3,940,000 | +11.1% | 151,342 | +10.9% | 0.12% | -6.1% |
| Q1 2021 | $3,545,000 | +81.5% | 136,442 | +82.9% | 0.13% | +69.2% |
| Q4 2020 | $1,953,000 | +72.8% | 74,580 | +72.4% | 0.08% | +47.2% |
| Q3 2020 | $1,130,000 | +163.4% | 43,267 | +162.2% | 0.05% | +120.8% |
| Q2 2020 | $429,000 | +44.4% | 16,503 | +38.6% | 0.02% | +26.3% |
| Q1 2020 | $297,000 | +160.5% | 11,910 | +164.7% | 0.02% | +216.7% |
| Q4 2019 | $114,000 | +1040.0% | 4,499 | +1050.6% | 0.01% | +500.0% |
| Q3 2019 | $10,000 | 0.0% | 391 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $10,000 | +42.9% | 391 | +50.4% | 0.00% | – |
| Q1 2019 | $7,000 | – | 260 | – | 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% |