ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 243 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,316,505 | +3.0% | 349,874 | +3.6% | 0.02% | +9.5% |
| Q2 2023 | $8,071,705 | +2.1% | 337,587 | +2.8% | 0.02% | +10.5% |
| Q1 2023 | $7,903,878 | +89008.0% | 328,507 | -12.0% | 0.02% | -17.4% |
| Q4 2022 | $8,870 | -99.8% | 373,143 | +89.6% | 0.02% | +64.3% |
| Q3 2022 | $4,622,000 | +15.3% | 196,756 | +18.2% | 0.01% | +27.3% |
| Q2 2022 | $4,009,000 | -2.9% | 166,424 | -0.7% | 0.01% | +10.0% |
| Q1 2022 | $4,128,000 | -15.5% | 167,620 | -12.0% | 0.01% | -9.1% |
| Q4 2021 | $4,888,000 | +67.3% | 190,577 | +69.5% | 0.01% | +57.1% |
| Q3 2021 | $2,921,000 | +6.3% | 112,419 | +6.5% | 0.01% | 0.0% |
| Q2 2021 | $2,748,000 | +37.5% | 105,530 | +37.1% | 0.01% | +16.7% |
| Q1 2021 | $1,999,000 | +34.8% | 76,948 | +35.8% | 0.01% | +50.0% |
| Q4 2020 | $1,483,000 | +24.6% | 56,662 | +24.3% | 0.00% | 0.0% |
| Q3 2020 | $1,190,000 | +16.4% | 45,578 | +15.9% | 0.00% | 0.0% |
| Q2 2020 | $1,022,000 | +39.0% | 39,311 | +33.4% | 0.00% | +33.3% |
| Q1 2020 | $735,000 | +45.0% | 29,477 | +47.9% | 0.00% | +50.0% |
| Q4 2019 | $507,000 | – | 19,926 | – | 0.00% | – |
Download | ||||||
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% |