ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 242 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $347,282 | -7.2% | 14,434 | -8.4% | 0.02% | -24.2% |
| Q4 2022 | $374,381 | +15.5% | 15,750 | +19.7% | 0.03% | +32.0% |
| Q1 2022 | $324,000 | -2.7% | 13,153 | +0.1% | 0.02% | -3.8% |
| Q4 2021 | $333,000 | +0.9% | 13,144 | +3.6% | 0.03% | -3.7% |
| Q3 2021 | $330,000 | -5.7% | 12,690 | -5.6% | 0.03% | -6.9% |
| Q2 2021 | $350,000 | +21.1% | 13,445 | +20.6% | 0.03% | +7.4% |
| Q1 2021 | $289,000 | – | 11,150 | – | 0.03% | – |
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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% |