ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 239 filers reported holding ISHARES TR in Q1 2022. 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 | 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% |