ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 243 filers reported holding ISHARES TR in Q3 2023. 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 | 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% |