ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 242 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,152,405 | -4.6% | 679,529 | -4.0% | 0.01% | 0.0% |
| Q2 2023 | $16,930,408 | +7.5% | 708,089 | +8.2% | 0.01% | 0.0% |
| Q1 2023 | $15,742,482 | +15.5% | 654,301 | +14.1% | 0.01% | +20.0% |
| Q4 2022 | $13,630,574 | +11.1% | 573,436 | +9.8% | 0.01% | 0.0% |
| Q3 2022 | $12,265,000 | +0.5% | 522,165 | +3.1% | 0.01% | 0.0% |
| Q2 2022 | $12,205,000 | +0.9% | 506,625 | +3.1% | 0.01% | +25.0% |
| Q1 2022 | $12,100,000 | -23.4% | 491,289 | -20.2% | 0.00% | -20.0% |
| Q4 2021 | $15,793,000 | +8.9% | 615,738 | +10.3% | 0.01% | 0.0% |
| Q3 2021 | $14,507,000 | +7.7% | 558,386 | +7.9% | 0.01% | +25.0% |
| Q2 2021 | $13,474,000 | +8.8% | 517,421 | +8.5% | 0.00% | 0.0% |
| Q1 2021 | $12,387,000 | +112.7% | 476,878 | +114.4% | 0.00% | +100.0% |
| Q4 2020 | $5,823,000 | +29.2% | 222,438 | +28.9% | 0.00% | 0.0% |
| Q3 2020 | $4,506,000 | +14.5% | 172,594 | +14.0% | 0.00% | 0.0% |
| Q2 2020 | $3,937,000 | +25.1% | 151,374 | +19.8% | 0.00% | +100.0% |
| Q1 2020 | $3,148,000 | +80.8% | 126,313 | +84.5% | 0.00% | 0.0% |
| Q4 2019 | $1,741,000 | +34.5% | 68,446 | +34.6% | 0.00% | – |
| Q3 2019 | $1,294,000 | +60.0% | 50,854 | +59.2% | 0.00% | – |
| Q2 2019 | $809,000 | +89.0% | 31,945 | +86.9% | 0.00% | – |
| Q1 2019 | $428,000 | +27.0% | 17,094 | +24.1% | 0.00% | – |
| Q4 2018 | $337,000 | – | 13,777 | – | 0.00% | – |
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% |