ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 147 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $56,000 | +1.8% | 2,399 | +3.6% | 0.02% | +6.7% |
| Q2 2022 | $55,000 | +3.8% | 2,315 | +6.9% | 0.02% | +25.0% |
| Q1 2022 | $53,000 | +1.9% | 2,165 | +4.9% | 0.01% | 0.0% |
| Q4 2021 | $52,000 | -1.9% | 2,064 | +0.0% | 0.01% | -7.7% |
| Q3 2021 | $53,000 | 0.0% | 2,063 | 0.0% | 0.01% | -7.1% |
| Q2 2021 | $53,000 | +17.8% | 2,063 | +18.1% | 0.01% | +7.7% |
| Q1 2021 | $45,000 | +114.3% | 1,747 | +114.9% | 0.01% | +116.7% |
| Q4 2020 | $21,000 | +40.0% | 813 | +41.4% | 0.01% | +20.0% |
| Q3 2020 | $15,000 | +7.1% | 575 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $14,000 | 0.0% | 575 | 0.0% | 0.01% | -28.6% |
| Q1 2020 | $14,000 | +27.3% | 575 | +28.3% | 0.01% | +75.0% |
| Q4 2019 | $11,000 | 0.0% | 448 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $11,000 | 0.0% | 448 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $11,000 | – | 448 | – | 0.00% | – |
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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% |