ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 7 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $270,778 | -3.6% | 11,392 | -3.0% | 0.02% | +14.3% |
| Q2 2023 | $280,786 | -19.5% | 11,743 | -19.0% | 0.02% | -27.6% |
| Q1 2023 | $348,646 | +0.2% | 14,491 | -1.0% | 0.03% | -14.7% |
| Q4 2022 | $348,005 | -5.2% | 14,641 | -6.3% | 0.03% | -19.0% |
| Q3 2022 | $367,000 | -12.8% | 15,623 | -10.7% | 0.04% | -12.5% |
| Q2 2022 | $421,000 | -5.8% | 17,495 | -3.6% | 0.05% | +6.7% |
| Q1 2022 | $447,000 | -8.0% | 18,146 | -4.2% | 0.04% | -6.2% |
| Q4 2021 | $486,000 | -2.2% | 18,946 | -0.9% | 0.05% | -12.7% |
| Q3 2021 | $497,000 | +7.8% | 19,113 | +8.0% | 0.06% | +3.8% |
| Q2 2021 | $461,000 | -7.4% | 17,695 | -7.7% | 0.05% | -17.2% |
| Q1 2021 | $498,000 | +1.0% | 19,175 | +1.8% | 0.06% | -22.9% |
| Q4 2020 | $493,000 | +25.8% | 18,828 | +24.9% | 0.08% | +10.7% |
| Q3 2020 | $392,000 | – | 15,076 | – | 0.08% | – |
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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% |