ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 250 filers reported holding ISHARES TR in Q2 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 | 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% |