ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 239 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,708,801 | -3.5% | 71,889 | -2.7% | 0.53% | -1.7% |
| Q2 2023 | $1,771,119 | -43.2% | 73,858 | -42.8% | 0.54% | -40.5% |
| Q1 2023 | $3,120,830 | -0.1% | 129,120 | -1.8% | 0.91% | -8.0% |
| Q4 2022 | $3,124,947 | +12.1% | 131,466 | +10.8% | 0.99% | +2.8% |
| Q3 2022 | $2,788,000 | -1.2% | 118,686 | +1.3% | 0.96% | +0.1% |
| Q2 2022 | $2,822,000 | +15.8% | 117,162 | +18.4% | 0.96% | +24.2% |
| Q1 2022 | $2,437,000 | +49.1% | 98,957 | +55.3% | 0.78% | +37.3% |
| Q4 2021 | $1,634,000 | +46.0% | 63,722 | +48.0% | 0.56% | +30.2% |
| Q3 2021 | $1,119,000 | +12.5% | 43,053 | +12.6% | 0.43% | +2.1% |
| Q2 2021 | $995,000 | +29.6% | 38,229 | +29.3% | 0.42% | +28.4% |
| Q1 2021 | $768,000 | +42.8% | 29,567 | +43.9% | 0.33% | +23.0% |
| Q4 2020 | $538,000 | +156.2% | 20,548 | +149.6% | 0.27% | +103.8% |
| Q3 2019 | $210,000 | +21.4% | 8,233 | +20.6% | 0.13% | +22.2% |
| Q2 2019 | $173,000 | -6.5% | 6,824 | -7.6% | 0.11% | -12.9% |
| Q1 2019 | $185,000 | +2.2% | 7,385 | 0.0% | 0.12% | -10.1% |
| Q4 2018 | $181,000 | +53.4% | 7,385 | +54.0% | 0.14% | +76.9% |
| Q3 2018 | $118,000 | +1080.0% | 4,796 | +1028.5% | 0.08% | +1014.3% |
| Q2 2018 | $10,000 | – | 425 | – | 0.01% | – |
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% |