ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 147 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,020,018 | +24.6% | 42,912 | +25.3% | 0.15% | +31.0% |
| Q2 2023 | $818,535 | -13.9% | 34,234 | -13.3% | 0.12% | -21.1% |
| Q1 2023 | $950,538 | +119464.5% | 39,507 | +18.1% | 0.15% | +11.4% |
| Q4 2022 | $795 | -99.9% | 33,447 | -24.4% | 0.13% | -34.7% |
| Q3 2022 | $1,040,000 | -8.0% | 44,253 | -5.8% | 0.20% | -3.8% |
| Q2 2022 | $1,131,000 | -3.6% | 46,967 | -1.4% | 0.21% | -11.0% |
| Q1 2022 | $1,173,000 | +87.1% | 47,631 | +94.8% | 0.24% | +81.5% |
| Q4 2021 | $627,000 | +23.2% | 24,455 | +24.8% | 0.13% | +15.0% |
| Q3 2021 | $509,000 | +24.8% | 19,598 | +25.0% | 0.11% | +16.5% |
| Q2 2021 | $408,000 | +5.7% | 15,676 | +5.6% | 0.10% | -31.7% |
| Q1 2021 | $386,000 | +2.1% | 14,846 | +2.9% | 0.14% | 0.0% |
| Q4 2020 | $378,000 | +4.1% | 14,425 | +3.8% | 0.14% | -5.3% |
| Q3 2020 | $363,000 | – | 13,902 | – | 0.15% | – |
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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% |