ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 263 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $310,711 | +1.2% | 12,914 | 0.0% | 0.10% | -6.6% |
| Q4 2022 | $306,966 | +1.3% | 12,914 | 0.0% | 0.11% | -9.4% |
| Q3 2022 | $303,000 | -2.6% | 12,914 | 0.0% | 0.12% | +2.6% |
| Q2 2022 | $311,000 | -2.2% | 12,914 | 0.0% | 0.11% | +21.3% |
| Q1 2022 | $318,000 | +27.2% | 12,914 | +32.5% | 0.09% | +28.8% |
| Q4 2021 | $250,000 | -1.2% | 9,744 | 0.0% | 0.07% | -8.8% |
| Q3 2021 | $253,000 | -0.4% | 9,744 | 0.0% | 0.08% | 0.0% |
| Q2 2021 | $254,000 | -35.9% | 9,744 | -36.1% | 0.08% | -39.8% |
| Q1 2021 | $396,000 | +13.1% | 15,244 | +14.2% | 0.13% | +2.3% |
| Q4 2020 | $350,000 | +3.6% | 13,351 | +3.1% | 0.13% | -8.5% |
| Q3 2020 | $338,000 | – | 12,951 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stewardship Advisors, LLC | 342,811 | $8,946,000 | 4.48% |
| Wealthsimple US, Ltd. | 178,194 | $4,652,000 | 3.10% |
| Private Ocean, LLC | 461,420 | $12,045,000 | 2.82% |
| Braun-Bostich & Associates Inc. | 46,467 | $1,213,000 | 1.21% |
| Arlington Financial Advisors, LLC | 82,680 | $2,158,000 | 1.11% |
| Baldrige Asset Management LLC | 60,643 | $1,583,000 | 1.07% |
| Bigelow Investment Advisors, LLC | 34,363 | $897,000 | 0.53% |
| CWM, LLC | 2,395,834 | $62,388,000 | 0.50% |
| Cribstone Capital Management, LLC | 19,322 | $504,000 | 0.41% |
| Accredited Investors Inc. | 70,484 | $1,840,000 | 0.38% |