ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 249 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $459,854 | +7.5% | 19,346 | +8.2% | 0.09% | +15.0% |
| Q2 2023 | $427,606 | +5.7% | 17,884 | +6.4% | 0.08% | -3.6% |
| Q1 2023 | $404,400 | +2.5% | 16,808 | +1.2% | 0.08% | -2.4% |
| Q4 2022 | $394,701 | -4.0% | 16,605 | -5.1% | 0.08% | -13.3% |
| Q3 2022 | $411,000 | -3.3% | 17,497 | -0.8% | 0.10% | -7.5% |
| Q2 2022 | $425,000 | +632.8% | 17,630 | +664.2% | 0.11% | +430.0% |
| Q1 2019 | $58,000 | +5.5% | 2,307 | +3.3% | 0.02% | -4.8% |
| Q4 2018 | $55,000 | +5.8% | 2,234 | +4.0% | 0.02% | +10.5% |
| Q3 2018 | $52,000 | -1.9% | 2,148 | +0.3% | 0.02% | -5.0% |
| Q2 2018 | $53,000 | +1.9% | 2,142 | +0.4% | 0.02% | -4.8% |
| Q1 2018 | $52,000 | +2.0% | 2,133 | +3.5% | 0.02% | 0.0% |
| Q4 2017 | $51,000 | – | 2,061 | – | 0.02% | – |
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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% |