ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 208 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $715,315 | -29.7% | 29,917 | -29.3% | 1.53% | -36.4% |
| Q1 2023 | $1,017,401 | -0.0% | 42,286 | -1.2% | 2.41% | -18.0% |
| Q4 2022 | $1,017,451 | +1.7% | 42,804 | +0.6% | 2.94% | -4.0% |
| Q3 2022 | $1,000,000 | -3.8% | 42,552 | -1.3% | 3.06% | +13.3% |
| Q2 2022 | $1,039,000 | -2.8% | 43,119 | -0.7% | 2.70% | +17.4% |
| Q1 2022 | $1,069,000 | -9.1% | 43,415 | -4.1% | 2.30% | +3.8% |
| Q3 2021 | $1,176,000 | -0.9% | 45,276 | -0.7% | 2.22% | +2.5% |
| Q2 2021 | $1,187,000 | 0.0% | 45,574 | -0.2% | 2.16% | -5.2% |
| Q1 2021 | $1,187,000 | -1.2% | 45,682 | -0.5% | 2.28% | -5.5% |
| Q4 2020 | $1,202,000 | -0.9% | 45,909 | -1.2% | 2.42% | +100.3% |
| Q3 2020 | $1,213,000 | +0.3% | 46,467 | 0.0% | 1.21% | +2.2% |
| Q2 2020 | $1,209,000 | +6.3% | 46,467 | +1.1% | 1.18% | -18.5% |
| Q1 2020 | $1,137,000 | -2.7% | 45,956 | +0.1% | 1.45% | +25.8% |
| Q4 2019 | $1,169,000 | +0.9% | 45,894 | +0.8% | 1.15% | -14.5% |
| Q3 2019 | $1,158,000 | +29.8% | 45,513 | +29.2% | 1.35% | +44.4% |
| Q2 2019 | $892,000 | – | 35,215 | – | 0.93% | – |
Download | ||||||
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% |