ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 242 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,652,581 | +5.7% | 69,524 | +6.3% | 0.51% | -6.9% |
| Q2 2023 | $1,563,611 | +23.0% | 65,396 | +23.7% | 0.55% | +7.4% |
| Q1 2023 | $1,271,521 | +12.7% | 52,848 | +11.3% | 0.51% | -38.4% |
| Q4 2022 | $1,128,376 | +13.2% | 47,471 | +11.9% | 0.84% | -1.9% |
| Q3 2022 | $997,000 | +14.6% | 42,426 | +17.5% | 0.85% | -0.5% |
| Q2 2022 | $870,000 | +23.8% | 36,119 | +26.5% | 0.86% | +138.2% |
| Q1 2022 | $703,000 | – | 28,550 | – | 0.36% | – |
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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% |