ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 216 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $260,519 | +2.8% | 10,960 | +3.4% | 0.06% | +1.6% |
Q2 2023 | $253,446 | +5.2% | 10,600 | +5.9% | 0.06% | -3.2% |
Q1 2023 | $240,889 | +2.7% | 10,012 | +1.5% | 0.06% | -4.5% |
Q4 2022 | $234,539 | -4.7% | 9,867 | -5.7% | 0.07% | -21.4% |
Q3 2022 | $246,000 | -2.4% | 10,468 | 0.0% | 0.08% | -1.2% |
Q2 2022 | $252,000 | -5.6% | 10,468 | -3.3% | 0.08% | -4.5% |
Q1 2022 | $267,000 | -2.2% | 10,822 | +1.8% | 0.09% | +1.1% |
Q4 2021 | $273,000 | 0.0% | 10,630 | +1.0% | 0.09% | -8.3% |
Q3 2021 | $273,000 | +19.2% | 10,524 | +19.7% | 0.10% | +20.0% |
Q2 2021 | $229,000 | -19.4% | 8,795 | -19.5% | 0.08% | -20.8% |
Q1 2021 | $284,000 | – | 10,927 | – | 0.10% | – |
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% |