ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 239 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $105,000 | -1.9% | 4,334 | 0.0% | 0.03% | +4.0% |
| Q1 2022 | $107,000 | -3.6% | 4,334 | 0.0% | 0.02% | -7.4% |
| Q4 2021 | $111,000 | -1.8% | 4,334 | 0.0% | 0.03% | -10.0% |
| Q3 2021 | $113,000 | 0.0% | 4,334 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $113,000 | 0.0% | 4,334 | 0.0% | 0.03% | -9.1% |
| Q1 2021 | $113,000 | 0.0% | 4,334 | 0.0% | 0.03% | -8.3% |
| Q4 2020 | $113,000 | 0.0% | 4,334 | 0.0% | 0.04% | +63.6% |
| Q3 2020 | $113,000 | 0.0% | 4,334 | 0.0% | 0.02% | -48.8% |
| Q2 2020 | $113,000 | 0.0% | 4,334 | -4.4% | 0.04% | -21.8% |
| Q1 2020 | $113,000 | -1.7% | 4,534 | 0.0% | 0.06% | +17.0% |
| Q4 2019 | $115,000 | 0.0% | 4,534 | 0.0% | 0.05% | +20.5% |
| Q3 2019 | $115,000 | 0.0% | 4,534 | 0.0% | 0.04% | -15.2% |
| Q2 2019 | $115,000 | -9.4% | 4,534 | -10.8% | 0.05% | -13.2% |
| Q1 2019 | $127,000 | +2.4% | 5,083 | 0.0% | 0.05% | -13.1% |
| Q4 2018 | $124,000 | – | 5,083 | – | 0.06% | – |
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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% |