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 | ||||
---|---|---|---|---|---|---|
Q1 2023 | $129,780 | -15.2% | 5,394 | -16.3% | 0.01% | -22.2% |
Q4 2022 | $153,126 | -11.5% | 6,442 | -12.7% | 0.01% | -25.0% |
Q3 2022 | $173,000 | -6.5% | 7,380 | -4.1% | 0.01% | 0.0% |
Q2 2022 | $185,000 | +17.8% | 7,693 | +20.7% | 0.01% | +20.0% |
Q1 2022 | $157,000 | -4.3% | 6,376 | -0.4% | 0.01% | 0.0% |
Q4 2021 | $164,000 | +59.2% | 6,401 | +62.3% | 0.01% | +42.9% |
Q3 2021 | $103,000 | – | 3,944 | – | 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% |