ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 265 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $370,026 | +0.0% | 15,109 | 0.0% | 0.02% | +9.5% |
Q1 2024 | $369,863 | +0.0% | 15,109 | +0.0% | 0.02% | -12.5% |
Q4 2023 | $369,856 | -88.2% | 15,108 | -78.4% | 0.02% | -89.7% |
Q4 2022 | $3,131,387 | +230.3% | 70,100 | +681.0% | 0.23% | +288.3% |
Q4 2021 | $948,000 | – | 8,976 | – | 0.06% | – |
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% |