ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 263 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,083,492 | -2.0% | 45,582 | -1.5% | 0.36% | -14.9% |
| Q2 2023 | $1,106,152 | +10.6% | 46,263 | +11.2% | 0.42% | +6.9% |
| Q1 2023 | $1,000,540 | +0.9% | 41,585 | -0.4% | 0.39% | -7.1% |
| Q4 2022 | $992,000 | -7.2% | 41,733 | -8.3% | 0.42% | -16.2% |
| Q3 2022 | $1,069,000 | -3.7% | 45,509 | -1.2% | 0.50% | +3.3% |
| Q2 2022 | $1,110,000 | -0.5% | 46,084 | +1.7% | 0.48% | +14.1% |
| Q1 2022 | $1,116,000 | +13.6% | 45,319 | +18.3% | 0.42% | +18.1% |
| Q4 2021 | $982,000 | +4.2% | 38,303 | +5.6% | 0.36% | -8.9% |
| Q3 2021 | $942,000 | +3.5% | 36,269 | +4.0% | 0.40% | +0.5% |
| Q2 2021 | $910,000 | +190.7% | 34,888 | +189.5% | 0.39% | +211.9% |
| Q1 2021 | $313,000 | – | 12,052 | – | 0.13% | – |
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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% |