ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 280 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $531,567 | +0.8% | 22,363 | +1.4% | 0.05% | -1.9% |
| Q2 2023 | $527,160 | +3.9% | 22,048 | +4.5% | 0.05% | -3.6% |
| Q1 2023 | $507,516 | +4.2% | 21,094 | +3.0% | 0.06% | -5.2% |
| Q4 2022 | $487,032 | +2.5% | 20,489 | +1.3% | 0.06% | -14.7% |
| Q3 2022 | $475,000 | +13.4% | 20,227 | +16.4% | 0.07% | -5.6% |
| Q2 2022 | $419,000 | +43.0% | 17,375 | +46.2% | 0.07% | +53.2% |
| Q1 2022 | $293,000 | +14.5% | 11,883 | +18.9% | 0.05% | +14.6% |
| Q4 2021 | $256,000 | +6.2% | 9,992 | +7.8% | 0.04% | -14.6% |
| Q3 2021 | $241,000 | +18.7% | 9,271 | +19.2% | 0.05% | +2.1% |
| Q2 2021 | $203,000 | +3.6% | 7,778 | +3.3% | 0.05% | -19.0% |
| Q1 2021 | $196,000 | +4800.0% | 7,528 | +4490.2% | 0.06% | +5700.0% |
| Q4 2020 | $4,000 | – | 164 | – | 0.00% | – |
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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% |