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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,016 | -92.6% | 168 | -92.6% | 0.00% | -100.0% |
| Q2 2023 | $54,019 | -62.9% | 2,259 | -62.7% | 0.00% | -60.0% |
| Q1 2023 | $145,592 | -20.5% | 6,051 | -21.4% | 0.01% | -37.5% |
| Q4 2022 | $183,079 | -50.3% | 7,702 | -50.9% | 0.01% | -52.9% |
| Q3 2022 | $368,000 | -60.8% | 15,675 | -59.7% | 0.02% | -60.5% |
| Q2 2022 | $938,000 | +127.7% | 38,939 | +133.1% | 0.04% | +168.8% |
| Q1 2022 | $412,000 | +5.9% | 16,703 | +10.2% | 0.02% | +14.3% |
| Q4 2021 | $389,000 | +9.6% | 15,154 | +11.0% | 0.01% | 0.0% |
| Q3 2021 | $355,000 | +3127.3% | 13,650 | +3002.3% | 0.01% | +1300.0% |
| Q2 2020 | $11,000 | +10.0% | 440 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $10,000 | – | 440 | – | 0.00% | – |
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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% |