ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 243 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,532,999 | +7.7% | 62,623 | +4.6% | 0.42% | -3.8% |
| Q3 2023 | $1,423,219 | -10.8% | 59,875 | -10.3% | 0.44% | -10.5% |
| Q2 2023 | $1,595,675 | +3.8% | 66,737 | +4.5% | 0.49% | -2.9% |
| Q1 2023 | $1,536,652 | +6.2% | 63,859 | +4.9% | 0.51% | +0.6% |
| Q4 2022 | $1,446,704 | +0.5% | 60,863 | -0.7% | 0.51% | -7.7% |
| Q3 2022 | $1,440,000 | -0.9% | 61,307 | +1.7% | 0.55% | +4.4% |
| Q2 2022 | $1,453,000 | -2.5% | 60,301 | -0.3% | 0.52% | +11.5% |
| Q1 2022 | $1,490,000 | -0.1% | 60,479 | +4.1% | 0.47% | +4.2% |
| Q4 2021 | $1,491,000 | 0.0% | 58,123 | +1.3% | 0.45% | -2.8% |
| Q3 2021 | $1,491,000 | +11.2% | 57,390 | +11.5% | 0.46% | +8.9% |
| Q2 2021 | $1,341,000 | +46.6% | 51,484 | +46.1% | 0.43% | +35.1% |
| Q1 2021 | $915,000 | +26.2% | 35,239 | +27.3% | 0.32% | +16.2% |
| Q4 2020 | $725,000 | +136.2% | 27,690 | +135.8% | 0.27% | +101.5% |
| Q3 2020 | $307,000 | +53.5% | 11,744 | +52.7% | 0.14% | +45.2% |
| Q2 2020 | $200,000 | – | 7,690 | – | 0.09% | – |
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% |