ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 125 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $151,095 | +3.3% | 6,236 | +4.6% | 0.00% | -50.0% |
| Q1 2023 | $146,337 | +21139.0% | 5,961 | -78.8% | 0.01% | -66.7% |
| Q4 2022 | $689 | -99.9% | 28,168 | +0.5% | 0.02% | 0.0% |
| Q3 2022 | $686,000 | -0.4% | 28,026 | -0.4% | 0.02% | -18.2% |
| Q2 2022 | $689,000 | -7.1% | 28,152 | -7.1% | 0.02% | +144.4% |
| Q1 2022 | $742,000 | +1249.1% | 30,319 | +1299.1% | 0.01% | +800.0% |
| Q4 2021 | $55,000 | 0.0% | 2,167 | +1.5% | 0.00% | 0.0% |
| Q3 2021 | $55,000 | +10.0% | 2,135 | +8.9% | 0.00% | 0.0% |
| Q2 2021 | $50,000 | 0.0% | 1,960 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $50,000 | – | 1,960 | – | 0.00% | – |
| Q4 2020 | $0 | – | 0 | – | 0.00% | – |
| Q3 2020 | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
| Q2 2020 | $1,000 | – | 56 | – | 0.00% | – |
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% |