ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 247 filers reported holding ISHARES TR in Q4 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% | – |
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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% |