ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 208 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $228,145 | -12.0% | 9,482 | -13.1% | 0.05% | +31.4% |
| Q4 2022 | $259,373 | +30.3% | 10,912 | +31.8% | 0.04% | -12.5% |
| Q2 2022 | $199,000 | -18.8% | 8,281 | -16.7% | 0.04% | -9.1% |
| Q1 2022 | $245,000 | -27.5% | 9,945 | -24.6% | 0.04% | -21.4% |
| Q4 2021 | $338,000 | -35.5% | 13,193 | -34.6% | 0.06% | -39.8% |
| Q3 2021 | $524,000 | +0.8% | 20,166 | +1.1% | 0.09% | -2.1% |
| Q2 2021 | $520,000 | +100.8% | 19,953 | +99.8% | 0.10% | +61.0% |
| Q1 2021 | $259,000 | +16.1% | 9,986 | +17.0% | 0.06% | +5.4% |
| Q4 2020 | $223,000 | +39.4% | 8,533 | +38.8% | 0.06% | +7.7% |
| Q3 2020 | $160,000 | +19.4% | 6,148 | +19.7% | 0.05% | +2.0% |
| Q2 2020 | $134,000 | +14.5% | 5,136 | +9.2% | 0.05% | -3.8% |
| Q1 2020 | $117,000 | -5.6% | 4,704 | -3.7% | 0.05% | +12.8% |
| Q4 2019 | $124,000 | +106.7% | 4,887 | +108.0% | 0.05% | +74.1% |
| Q3 2019 | $60,000 | +900.0% | 2,349 | +912.5% | 0.03% | +800.0% |
| Q2 2019 | $6,000 | – | 232 | – | 0.00% | – |
Download | ||||||
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% |