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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $524,771 | +16.9% | 22,077 | +17.6% | 0.10% | +20.3% |
| Q2 2023 | $448,935 | -0.6% | 18,776 | 0.0% | 0.08% | 0.0% |
| Q1 2023 | $451,751 | +0.1% | 18,776 | -1.1% | 0.08% | -7.1% |
| Q4 2022 | $451,107 | -22.9% | 18,978 | -23.8% | 0.08% | -34.1% |
| Q3 2022 | $585,000 | +16.3% | 24,892 | +19.1% | 0.13% | +19.4% |
| Q2 2022 | $503,000 | -31.6% | 20,894 | -29.9% | 0.11% | -21.7% |
| Q1 2022 | $735,000 | -3.9% | 29,822 | 0.0% | 0.14% | +9.5% |
| Q4 2021 | $765,000 | +22.0% | 29,822 | +23.5% | 0.13% | +13.5% |
| Q3 2021 | $627,000 | +2.6% | 24,150 | +3.0% | 0.11% | +1.8% |
| Q2 2021 | $611,000 | +20.3% | 23,453 | +19.9% | 0.11% | +12.4% |
| Q1 2021 | $508,000 | +1.4% | 19,560 | +2.1% | 0.10% | -7.6% |
| Q4 2020 | $501,000 | – | 19,149 | – | 0.10% | – |
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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% |