ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 7 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
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 | 342,811 | $8,946,000 | 4.48% |
Wealthsimple US, Ltd. | 178,194 | $4,652,000 | 3.10% |
Private Ocean, LLC | 461,420 | $12,045,000 | 2.82% |
Braun-Bostich & Associates Inc. | 46,467 | $1,213,000 | 1.21% |
Arlington Financial Advisors, LLC | 82,680 | $2,158,000 | 1.11% |
Baldrige Asset Management LLC | 60,643 | $1,583,000 | 1.07% |
Bigelow Investment Advisors, LLC | 34,363 | $897,000 | 0.53% |
CWM, LLC | 2,395,834 | $62,388,000 | 0.50% |
Cribstone Capital Management, LLC | 19,322 | $504,000 | 0.41% |
Accredited Investors Inc. | 70,484 | $1,840,000 | 0.38% |