ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 7 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $78,441 | +99192.4% | 3,300 | 0.0% | 0.04% | +2.9% |
| Q2 2023 | $79 | 0.0% | 3,300 | 0.0% | 0.04% | -7.9% |
| Q1 2023 | $79 | +1.3% | 3,300 | 0.0% | 0.04% | -5.0% |
| Q4 2022 | $78 | -99.9% | 3,300 | 0.0% | 0.04% | 0.0% |
| Q3 2022 | $78,000 | -1.3% | 3,300 | 0.0% | 0.04% | +2.6% |
| Q2 2022 | $79,000 | -2.5% | 3,300 | 0.0% | 0.04% | +18.2% |
| Q1 2022 | $81,000 | -12.0% | 3,300 | -8.3% | 0.03% | -2.9% |
| Q4 2021 | $92,000 | -2.1% | 3,600 | 0.0% | 0.03% | -15.0% |
| Q3 2021 | $94,000 | 0.0% | 3,600 | 0.0% | 0.04% | +2.6% |
| Q2 2021 | $94,000 | +9.3% | 3,600 | +9.1% | 0.04% | -7.1% |
| Q1 2021 | $86,000 | +43.3% | 3,300 | +43.5% | 0.04% | +35.5% |
| Q4 2020 | $60,000 | – | 2,300 | – | 0.03% | – |
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% |