ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 7 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $329,975 | +3.7% | 13,882 | +4.3% | 0.14% | +4.4% |
| Q2 2023 | $318,123 | -0.2% | 13,305 | +0.5% | 0.14% | -4.9% |
| Q1 2023 | $318,627 | +5.3% | 13,243 | +4.1% | 0.14% | 0.0% |
| Q4 2022 | $302,521 | -5.8% | 12,727 | -7.0% | 0.14% | -15.3% |
| Q3 2022 | $321,000 | -2.7% | 13,683 | 0.0% | 0.17% | +0.6% |
| Q2 2022 | $330,000 | -2.7% | 13,683 | -0.6% | 0.17% | +9.7% |
| Q1 2022 | $339,000 | -2.3% | 13,770 | +1.9% | 0.15% | +0.7% |
| Q4 2021 | $347,000 | -0.6% | 13,513 | 0.0% | 0.15% | -3.2% |
| Q3 2021 | $349,000 | +60.1% | 13,513 | +61.5% | 0.16% | +42.3% |
| Q2 2021 | $218,000 | +3.8% | 8,368 | +3.4% | 0.11% | -2.6% |
| Q1 2021 | $210,000 | – | 8,090 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stewardship Advisors, LLC | 342,811 | $8,946,000 | 4.48% |
| Wealthsimple US, Ltd. | 178,194 | $4,652,000 | 3.10% |
| Private Ocean, LLC | 461,420 | $12,045,000 | 2.82% |
| Braun-Bostich & Associates Inc. | 46,467 | $1,213,000 | 1.21% |
| Arlington Financial Advisors, LLC | 82,680 | $2,158,000 | 1.11% |
| Baldrige Asset Management LLC | 60,643 | $1,583,000 | 1.07% |
| Bigelow Investment Advisors, LLC | 34,363 | $897,000 | 0.53% |
| CWM, LLC | 2,395,834 | $62,388,000 | 0.50% |
| Cribstone Capital Management, LLC | 19,322 | $504,000 | 0.41% |
| Accredited Investors Inc. | 70,484 | $1,840,000 | 0.38% |