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 | $1,721,817 | -8.0% | 72,437 | -7.4% | 0.84% | -1.9% |
| Q2 2023 | $1,871,161 | -5.8% | 78,259 | -5.2% | 0.86% | -6.5% |
| Q1 2023 | $1,985,342 | +7.1% | 82,516 | +6.9% | 0.92% | -4.1% |
| Q4 2022 | $1,853,550 | +64.3% | 77,163 | +60.7% | 0.96% | +64.0% |
| Q3 2022 | $1,128,000 | -13.4% | 48,004 | -11.2% | 0.58% | -7.2% |
| Q2 2022 | $1,302,000 | +129.6% | 54,040 | +134.7% | 0.63% | +156.3% |
| Q1 2022 | $567,000 | +1.8% | 23,027 | +6.1% | 0.24% | -0.8% |
| Q4 2021 | $557,000 | +56.5% | 21,708 | +58.2% | 0.25% | +45.3% |
| Q3 2021 | $356,000 | – | 13,721 | – | 0.17% | – |
Download | ||||||
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% |