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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $587,180 | +24.8% | 24,045 | +21.5% | 0.01% | +16.7% |
| Q3 2023 | $470,359 | +87.2% | 19,788 | +88.3% | 0.01% | +100.0% |
| Q2 2023 | $251,302 | -2.6% | 10,510 | -3.2% | 0.00% | -66.7% |
| Q4 2022 | $258,071 | +13.2% | 10,857 | +12.1% | 0.01% | 0.0% |
| Q3 2022 | $228,000 | -19.4% | 9,686 | -15.6% | 0.01% | -10.0% |
| Q1 2022 | $283,000 | -33.4% | 11,477 | -30.7% | 0.01% | -28.6% |
| Q4 2021 | $425,000 | -15.2% | 16,560 | -14.1% | 0.01% | -22.2% |
| Q3 2021 | $501,000 | +12.6% | 19,272 | +12.9% | 0.02% | +5.9% |
| Q2 2021 | $445,000 | +29.7% | 17,075 | +29.5% | 0.02% | +13.3% |
| Q1 2021 | $343,000 | -15.7% | 13,190 | -15.2% | 0.02% | -21.1% |
| Q4 2020 | $407,000 | -16.1% | 15,554 | -16.3% | 0.02% | -24.0% |
| Q3 2020 | $485,000 | +71.4% | 18,588 | +70.8% | 0.02% | +66.7% |
| Q2 2020 | $283,000 | +162.0% | 10,880 | +150.6% | 0.02% | +114.3% |
| Q1 2020 | $108,000 | – | 4,342 | – | 0.01% | – |
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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% |