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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $226 | -3.0% | 9,513 | -2.6% | 0.05% | +2.2% |
| Q2 2023 | $233 | -52.6% | 9,762 | -52.2% | 0.04% | -54.5% |
| Q1 2023 | $492 | +1.2% | 20,433 | 0.0% | 0.10% | -20.2% |
| Q4 2022 | $486 | -99.9% | 20,433 | +2.3% | 0.12% | -11.4% |
| Q3 2022 | $469,000 | -12.2% | 19,977 | -9.8% | 0.14% | -7.3% |
| Q2 2022 | $534,000 | +42.8% | 22,156 | +46.0% | 0.15% | +54.1% |
| Q1 2022 | $374,000 | -2.1% | 15,178 | +1.9% | 0.10% | -15.5% |
| Q4 2021 | $382,000 | -0.5% | 14,897 | +0.7% | 0.12% | -10.1% |
| Q3 2021 | $384,000 | -0.8% | 14,792 | -0.4% | 0.13% | -3.7% |
| Q2 2021 | $387,000 | +1.0% | 14,857 | +0.7% | 0.13% | -8.8% |
| Q1 2021 | $383,000 | -1.5% | 14,755 | -0.7% | 0.15% | -7.5% |
| Q4 2020 | $389,000 | -24.6% | 14,865 | -24.9% | 0.16% | -32.6% |
| Q3 2020 | $516,000 | -13.9% | 19,785 | -14.1% | 0.24% | -24.4% |
| Q2 2020 | $599,000 | -6.1% | 23,042 | -10.0% | 0.31% | -25.4% |
| Q1 2020 | $638,000 | -3.2% | 25,615 | -1.2% | 0.42% | -2.8% |
| Q4 2019 | $659,000 | +10.6% | 25,933 | +10.7% | 0.43% | +1.7% |
| Q3 2019 | $596,000 | +10.2% | 23,423 | +9.7% | 0.42% | +6.3% |
| Q2 2019 | $541,000 | -31.8% | 21,351 | -32.7% | 0.40% | -33.1% |
| Q1 2019 | $793,000 | +18.4% | 31,714 | +15.7% | 0.60% | +8.8% |
| Q4 2018 | $670,000 | – | 27,409 | – | 0.55% | – |
Download | ||||||
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% |