ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 263 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $499,611 | -1.6% | 21,019 | -1.1% | 0.01% | -16.7% |
| Q2 2023 | $507,925 | +9.2% | 21,243 | +9.8% | 0.01% | 0.0% |
| Q1 2023 | $465,342 | -41.4% | 19,341 | -42.1% | 0.01% | -71.4% |
| Q4 2022 | $793,998 | +52.4% | 33,403 | +50.5% | 0.02% | +133.3% |
| Q3 2022 | $521,000 | -15.4% | 22,193 | -13.1% | 0.01% | -10.0% |
| Q2 2022 | $616,000 | -12.9% | 25,553 | -11.1% | 0.01% | -9.1% |
| Q1 2022 | $707,000 | +17.6% | 28,733 | +22.7% | 0.01% | +22.2% |
| Q4 2021 | $601,000 | – | 23,425 | – | 0.01% | – |
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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% |