ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 243 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,988,388 | -3.5% | 125,721 | -2.9% | 1.06% | -6.2% |
| Q2 2023 | $3,095,293 | +10.2% | 129,456 | +10.9% | 1.13% | +4.3% |
| Q1 2023 | $2,809,342 | -7.1% | 116,764 | -8.2% | 1.08% | -15.1% |
| Q4 2022 | $3,022,902 | -8.5% | 127,173 | -9.6% | 1.28% | -24.0% |
| Q3 2022 | $3,304,000 | -4.1% | 140,647 | -1.7% | 1.68% | +8.4% |
| Q2 2022 | $3,446,000 | -3.7% | 143,054 | -1.5% | 1.55% | +14.2% |
| Q1 2022 | $3,579,000 | +11.3% | 145,302 | +15.9% | 1.36% | +24.5% |
| Q4 2021 | $3,216,000 | -6.9% | 125,395 | -5.7% | 1.09% | -19.5% |
| Q3 2021 | $3,455,000 | +3.4% | 132,969 | +3.6% | 1.35% | +6.5% |
| Q2 2021 | $3,341,000 | +6.0% | 128,318 | +5.7% | 1.27% | -0.8% |
| Q1 2021 | $3,153,000 | +26.5% | 121,380 | +27.5% | 1.28% | +21.7% |
| Q4 2020 | $2,492,000 | +15.5% | 95,189 | +15.1% | 1.05% | -5.0% |
| Q3 2020 | $2,158,000 | +367.1% | 82,680 | +365.8% | 1.11% | +323.8% |
| Q2 2020 | $462,000 | +30.9% | 17,750 | +25.3% | 0.26% | +4.0% |
| Q1 2020 | $353,000 | -0.6% | 14,169 | +1.5% | 0.25% | +27.4% |
| Q4 2019 | $355,000 | +31.0% | 13,966 | +30.9% | 0.20% | +27.1% |
| Q3 2019 | $271,000 | +27.8% | 10,666 | +27.6% | 0.16% | +28.1% |
| Q2 2019 | $212,000 | – | 8,361 | – | 0.12% | – |
Download | ||||||
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% |