ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 212 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 | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |