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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $55 | -66.0% | 2,299 | -66.1% | 0.00% | -66.7% |
| Q2 2023 | $162 | +12.5% | 6,772 | +13.5% | 0.01% | +12.5% |
| Q1 2023 | $144 | -2.7% | 5,968 | -4.3% | 0.01% | -11.1% |
| Q4 2022 | $148 | -99.9% | 6,233 | +28.5% | 0.01% | +12.5% |
| Q3 2022 | $114,000 | -4.2% | 4,849 | -2.1% | 0.01% | 0.0% |
| Q2 2022 | $119,000 | -2.5% | 4,952 | +0.2% | 0.01% | 0.0% |
| Q1 2022 | $122,000 | +19.6% | 4,944 | +24.5% | 0.01% | +33.3% |
| Q4 2021 | $102,000 | -1.9% | 3,972 | -1.2% | 0.01% | -14.3% |
| Q3 2021 | $104,000 | -5.5% | 4,019 | -4.8% | 0.01% | 0.0% |
| Q2 2021 | $110,000 | +50.7% | 4,221 | +49.6% | 0.01% | +40.0% |
| Q1 2021 | $73,000 | +151.7% | 2,821 | +151.7% | 0.01% | +66.7% |
| Q4 2020 | $29,000 | -14.7% | 1,121 | -14.5% | 0.00% | 0.0% |
| Q3 2020 | $34,000 | +6.2% | 1,311 | +5.1% | 0.00% | 0.0% |
| Q2 2020 | $32,000 | +3.2% | 1,247 | +0.6% | 0.00% | -25.0% |
| Q1 2020 | $31,000 | – | 1,240 | – | 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% |