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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $328,311 | -34.1% | 13,812 | -33.7% | 0.05% | -28.6% |
| Q2 2023 | $498,428 | +34.1% | 20,846 | +35.0% | 0.07% | +25.0% |
| Q1 2023 | $371,655 | -0.4% | 15,447 | -1.6% | 0.06% | -3.4% |
| Q4 2022 | $373,070 | +1.1% | 15,695 | 0.0% | 0.06% | -6.5% |
| Q3 2022 | $369,000 | -2.4% | 15,695 | 0.0% | 0.06% | 0.0% |
| Q2 2022 | $378,000 | -2.3% | 15,695 | 0.0% | 0.06% | +14.8% |
| Q1 2022 | $387,000 | -16.6% | 15,695 | -13.2% | 0.05% | -12.9% |
| Q4 2021 | $464,000 | – | 18,091 | – | 0.06% | – |
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% |