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 | ||||
---|---|---|---|---|---|---|
Q1 2023 | $796,554 | +1.2% | 33,107 | 0.0% | 0.36% | -2.9% |
Q4 2022 | $786,953 | +1.5% | 33,107 | +0.3% | 0.37% | -9.0% |
Q3 2022 | $775,000 | -3.2% | 33,009 | -0.7% | 0.41% | -8.9% |
Q2 2022 | $801,000 | +54.3% | 33,252 | +57.8% | 0.45% | +78.3% |
Q1 2022 | $519,000 | +22.1% | 21,070 | +27.0% | 0.25% | +17.1% |
Q4 2021 | $425,000 | – | 16,586 | – | 0.22% | – |
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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% |