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 | $1,470,649 | -0.2% | 61,870 | +0.4% | 0.06% | -3.0% |
| Q2 2023 | $1,473,238 | -0.5% | 61,616 | +0.1% | 0.07% | -8.2% |
| Q1 2023 | $1,480,411 | -61.4% | 61,530 | -61.9% | 0.07% | -64.4% |
| Q4 2022 | $3,836,287 | +2.5% | 161,392 | +1.3% | 0.20% | -7.2% |
| Q3 2022 | $3,743,000 | -0.6% | 159,381 | +1.9% | 0.22% | -0.9% |
| Q2 2022 | $3,767,000 | -3.7% | 156,388 | -1.6% | 0.22% | +7.7% |
| Q1 2022 | $3,913,000 | +267.8% | 158,894 | +282.8% | 0.21% | +155.6% |
| Q4 2021 | $1,064,000 | +114.5% | 41,511 | +117.2% | 0.08% | +97.6% |
| Q3 2021 | $496,000 | +71.0% | 19,110 | +71.4% | 0.04% | +57.7% |
| Q2 2021 | $290,000 | – | 11,150 | – | 0.03% | – |
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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% |