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 | $408,725 | -5.5% | 17,195 | -5.0% | 0.01% | -11.1% |
| Q2 2023 | $432,651 | -9.3% | 18,095 | -8.7% | 0.01% | -18.2% |
| Q1 2023 | $477,086 | +15.2% | 19,829 | +13.8% | 0.01% | +10.0% |
| Q4 2022 | $414,002 | +17.9% | 17,417 | +16.6% | 0.01% | +11.1% |
| Q3 2022 | $351,000 | -69.3% | 14,932 | -68.5% | 0.01% | -67.9% |
| Q2 2022 | $1,142,000 | +10.3% | 47,400 | +12.8% | 0.03% | +27.3% |
| Q1 2022 | $1,035,000 | +7.0% | 42,010 | +11.4% | 0.02% | +4.8% |
| Q4 2021 | $967,000 | +1.8% | 37,714 | +3.1% | 0.02% | -4.5% |
| Q3 2021 | $950,000 | +27.5% | 36,575 | +27.9% | 0.02% | +29.4% |
| Q2 2021 | $745,000 | -24.4% | 28,600 | -24.6% | 0.02% | -37.0% |
| Q1 2021 | $985,000 | +21.3% | 37,913 | +22.2% | 0.03% | 0.0% |
| Q4 2020 | $812,000 | +45.8% | 31,025 | +45.5% | 0.03% | +22.7% |
| Q3 2020 | $557,000 | +0.5% | 21,318 | 0.0% | 0.02% | -4.3% |
| Q2 2020 | $554,000 | +427.6% | 21,318 | +406.2% | 0.02% | +360.0% |
| Q1 2020 | $105,000 | +50.0% | 4,211 | +53.0% | 0.01% | +66.7% |
| Q4 2019 | $70,000 | – | 2,753 | – | 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% |