ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 147 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,332,091 | +2.1% | 224,320 | +2.7% | 0.25% | -7.0% |
| Q2 2023 | $5,222,921 | +7.5% | 218,441 | +8.2% | 0.27% | -4.6% |
| Q1 2023 | $4,857,803 | +4.4% | 201,904 | +3.1% | 0.28% | -10.7% |
| Q4 2022 | $4,654,906 | +15.3% | 195,831 | +13.9% | 0.32% | +3.2% |
| Q3 2022 | $4,038,000 | +3.0% | 171,885 | +5.6% | 0.31% | +2.3% |
| Q2 2022 | $3,921,000 | +1.7% | 162,748 | +4.0% | 0.30% | +12.3% |
| Q1 2022 | $3,856,000 | +14.4% | 156,538 | +19.1% | 0.27% | +11.2% |
| Q4 2021 | $3,370,000 | +8.0% | 131,392 | +9.4% | 0.24% | +2.6% |
| Q3 2021 | $3,119,000 | +17.0% | 120,049 | +17.3% | 0.24% | +11.4% |
| Q2 2021 | $2,666,000 | +17.7% | 102,377 | +17.4% | 0.21% | +0.5% |
| Q1 2021 | $2,266,000 | +10.3% | 87,238 | +11.2% | 0.21% | +9.4% |
| Q4 2020 | $2,054,000 | +15.3% | 78,449 | +15.0% | 0.19% | -5.0% |
| Q3 2020 | $1,781,000 | +6.2% | 68,237 | +5.8% | 0.20% | -11.0% |
| Q2 2020 | $1,677,000 | -4.7% | 64,466 | -8.7% | 0.23% | -29.3% |
| Q1 2020 | $1,760,000 | +0.2% | 70,637 | +2.3% | 0.32% | +34.3% |
| Q4 2019 | $1,756,000 | +3.2% | 69,061 | +3.3% | 0.24% | -9.5% |
| Q3 2019 | $1,702,000 | +31.9% | 66,861 | +31.3% | 0.26% | +27.5% |
| Q2 2019 | $1,290,000 | – | 50,922 | – | 0.21% | – |
Download | ||||||
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% |