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 | $254,767 | -19.5% | 10,718 | -19.0% | 0.01% | -10.0% |
| Q2 2023 | $316,402 | +2.9% | 13,233 | +3.6% | 0.01% | -9.1% |
| Q1 2023 | $307,391 | +12.7% | 12,776 | +11.3% | 0.01% | +10.0% |
| Q4 2022 | $272,785 | -0.8% | 11,476 | -2.1% | 0.01% | -28.6% |
| Q3 2022 | $275,000 | -8.6% | 11,720 | -6.2% | 0.01% | -17.6% |
| Q2 2022 | $301,000 | +22.9% | 12,497 | +25.7% | 0.02% | 0.0% |
| Q1 2022 | $245,000 | -3.9% | 9,944 | +0.1% | 0.02% | -32.0% |
| Q4 2021 | $255,000 | -0.8% | 9,934 | +0.5% | 0.02% | -13.8% |
| Q3 2021 | $257,000 | +0.4% | 9,884 | +0.6% | 0.03% | -9.4% |
| Q2 2021 | $256,000 | +2.4% | 9,824 | +1.9% | 0.03% | -8.6% |
| Q1 2021 | $250,000 | +8.2% | 9,640 | +9.2% | 0.04% | -25.5% |
| Q4 2020 | $231,000 | +1.8% | 8,828 | +1.3% | 0.05% | -25.4% |
| Q3 2020 | $227,000 | +5.1% | 8,713 | +5.0% | 0.06% | -22.2% |
| Q2 2020 | $216,000 | – | 8,301 | – | 0.08% | – |
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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% |