ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 147 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $880,000 | -68.7% | 35,721 | -67.4% | 0.02% | -70.8% |
Q4 2021 | $2,812,000 | -23.6% | 109,641 | -22.6% | 0.07% | -34.5% |
Q3 2021 | $3,681,000 | -19.1% | 141,694 | -18.9% | 0.11% | -31.7% |
Q2 2021 | $4,551,000 | +411.3% | 174,753 | +410.3% | 0.16% | +257.8% |
Q1 2021 | $890,000 | +219.0% | 34,246 | +221.0% | 0.04% | +80.0% |
Q3 2020 | $279,000 | – | 10,670 | – | 0.02% | – |
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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% |