ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 216 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $337,000 | -27.1% | 13,144 | -26.2% | 0.02% | -38.9% |
| Q3 2021 | $462,000 | +11.6% | 17,801 | +11.9% | 0.04% | +9.1% |
| Q2 2021 | $414,000 | +96.2% | 15,906 | +95.8% | 0.03% | +73.7% |
| Q1 2021 | $211,000 | -19.5% | 8,123 | -18.9% | 0.02% | -24.0% |
| Q4 2020 | $262,000 | -38.1% | 10,021 | -38.2% | 0.02% | -45.7% |
| Q3 2020 | $423,000 | +3745.5% | 16,219 | +3528.4% | 0.05% | +4500.0% |
| Q1 2020 | $11,000 | +37.5% | 447 | +36.3% | 0.00% | 0.0% |
| Q4 2019 | $8,000 | 0.0% | 328 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $8,000 | 0.0% | 328 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $8,000 | – | 328 | – | 0.00% | – |
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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% |