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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $629,528 | -4.4% | 25,716 | -7.2% | 0.54% | -12.7% |
| Q3 2023 | $658,358 | +6.7% | 27,697 | +7.3% | 0.62% | +11.9% |
| Q2 2023 | $617,261 | -0.6% | 25,816 | 0.0% | 0.55% | -3.8% |
| Q1 2023 | $621,133 | +1.2% | 25,816 | 0.0% | 0.58% | -4.3% |
| Q4 2022 | $613,646 | +1.3% | 25,816 | 0.0% | 0.60% | -3.2% |
| Q3 2022 | $606,000 | -2.6% | 25,816 | 0.0% | 0.62% | +3.0% |
| Q2 2022 | $622,000 | +135.6% | 25,816 | +141.1% | 0.60% | +159.2% |
| Q1 2022 | $264,000 | +17.9% | 10,708 | +22.7% | 0.23% | +25.3% |
| Q4 2021 | $224,000 | -1.3% | 8,727 | 0.0% | 0.19% | -8.4% |
| Q3 2021 | $227,000 | 0.0% | 8,727 | 0.0% | 0.20% | -1.5% |
| Q2 2021 | $227,000 | – | 8,727 | – | 0.21% | – |
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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% |