ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 263 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $333,517 | +2.6% | 14,031 | +3.2% | 0.07% | +6.1% |
| Q2 2023 | $325,176 | -2.7% | 13,600 | -2.1% | 0.07% | -8.3% |
| Q1 2023 | $334,097 | -3.0% | 13,886 | -4.2% | 0.07% | -7.7% |
| Q4 2022 | $344,380 | -99.9% | 14,488 | +4.1% | 0.08% | -3.7% |
| Q3 2022 | $327,075,000 | -3.2% | 13,924 | -0.8% | 0.08% | +2.5% |
| Q2 2022 | $337,983,000 | +0.4% | 14,030 | +2.6% | 0.08% | +17.9% |
| Q1 2022 | $336,741,000 | +49.3% | 13,672 | +55.5% | 0.07% | +52.3% |
| Q4 2021 | $225,566,000 | +3.6% | 8,794 | +4.9% | 0.04% | -2.2% |
| Q3 2021 | $217,816,000 | – | 8,384 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stewardship Advisors, LLC | 383,083 | $10,029,000 | 4.08% |
| Private Ocean, LLC | 716,761 | $18,765,000 | 3.78% |
| Wealthsimple US, Ltd. | 209,346 | $5,481,000 | 3.00% |
| Braun-Bostich & Associates Inc. | 45,909 | $1,202,000 | 2.42% |
| Opal Wealth Advisors, LLC | 38,180 | $1,000,000 | 1.25% |
| Arlington Financial Advisors, LLC | 95,189 | $2,492,000 | 1.05% |
| Wescott Financial Advisory Group, LLC | 52,009 | $1,362,000 | 0.96% |
| Baldrige Asset Management LLC | 59,585 | $1,560,000 | 0.93% |
| MFA WEALTH ADVISORS, LLC | 27,358 | $716,000 | 0.64% |
| CWM, LLC | 2,395,834 | $62,388,000 | 0.50% |