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 | $318,896 | +1.6% | 13,416 | +2.2% | 0.05% | +2.0% |
| Q2 2023 | $313,869 | -0.4% | 13,127 | +0.2% | 0.05% | -1.9% |
| Q1 2023 | $315,100 | -3.1% | 13,096 | -4.3% | 0.05% | -3.7% |
| Q4 2022 | $325,166 | +0.7% | 13,680 | -0.7% | 0.05% | -5.3% |
| Q3 2022 | $323,000 | -4.2% | 13,771 | -1.6% | 0.06% | -1.7% |
| Q2 2022 | $337,000 | -12.7% | 13,996 | -10.7% | 0.06% | -3.3% |
| Q1 2022 | $386,000 | -15.4% | 15,672 | -11.8% | 0.06% | -15.5% |
| Q4 2021 | $456,000 | +1.6% | 17,767 | +2.9% | 0.07% | -1.4% |
| Q3 2021 | $449,000 | +12.8% | 17,271 | +13.1% | 0.07% | +9.1% |
| Q2 2021 | $398,000 | -50.5% | 15,266 | -50.7% | 0.07% | -57.7% |
| Q1 2021 | $804,000 | +2.7% | 30,943 | +3.5% | 0.16% | -4.9% |
| Q4 2020 | $783,000 | +21.4% | 29,904 | +21.1% | 0.16% | +9.3% |
| Q3 2020 | $645,000 | +1.4% | 24,703 | +1.0% | 0.15% | +13.6% |
| Q2 2020 | $636,000 | +5.6% | 24,449 | +1.3% | 0.13% | -5.0% |
| Q1 2020 | $602,000 | +6.9% | 24,142 | +9.1% | 0.14% | +16.8% |
| Q4 2019 | $563,000 | +0.5% | 22,129 | +0.5% | 0.12% | -3.3% |
| Q3 2019 | $560,000 | -0.7% | 22,010 | -1.2% | 0.12% | +0.8% |
| Q2 2019 | $564,000 | +2.0% | 22,267 | +0.8% | 0.12% | +5.2% |
| Q1 2019 | $553,000 | +138.4% | 22,096 | +132.9% | 0.12% | +123.1% |
| Q4 2018 | $232,000 | – | 9,488 | – | 0.05% | – |
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% |