ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 247 filers reported holding ISHARES TR in Q4 2021. 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% | – |
Download | ||||||
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% |