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 | $509,486 | +3.7% | 21,434 | +4.3% | 0.12% | +5.4% |
| Q2 2023 | $491,470 | -0.6% | 20,555 | 0.0% | 0.11% | +9.8% |
| Q1 2023 | $494,553 | +1.2% | 20,555 | 0.0% | 0.10% | -4.7% |
| Q4 2022 | $488,592 | +37.6% | 20,555 | +35.9% | 0.11% | +2.9% |
| Q3 2022 | $355,000 | +9.6% | 15,126 | +12.5% | 0.10% | +14.3% |
| Q2 2022 | $324,000 | -5.0% | 13,446 | -2.7% | 0.09% | +4.6% |
| Q1 2022 | $341,000 | +5.6% | 13,826 | +9.7% | 0.09% | +13.0% |
| Q4 2021 | $323,000 | +15.4% | 12,604 | +16.8% | 0.08% | +6.9% |
| Q3 2021 | $280,000 | +7.3% | 10,790 | +7.7% | 0.07% | +5.9% |
| Q2 2021 | $261,000 | -0.8% | 10,022 | -1.1% | 0.07% | +6.2% |
| Q1 2021 | $263,000 | +2.3% | 10,136 | +3.1% | 0.06% | -11.1% |
| Q4 2020 | $257,000 | +6.2% | 9,831 | +6.2% | 0.07% | -11.1% |
| Q3 2020 | $242,000 | +8.0% | 9,258 | +7.3% | 0.08% | +5.2% |
| Q2 2020 | $224,000 | +4.2% | 8,627 | 0.0% | 0.08% | -2.5% |
| Q1 2020 | $215,000 | -6.1% | 8,627 | -4.3% | 0.08% | +16.2% |
| Q4 2019 | $229,000 | 0.0% | 9,014 | 0.0% | 0.07% | -4.2% |
| Q3 2019 | $229,000 | +9.0% | 9,014 | +9.0% | 0.07% | -2.7% |
| Q2 2019 | $210,000 | -18.6% | 8,270 | -21.6% | 0.07% | -34.2% |
| Q4 2018 | $258,000 | -0.4% | 10,542 | 0.0% | 0.11% | -32.3% |
| Q3 2018 | $259,000 | – | 10,542 | – | 0.16% | – |
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% |