ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 259 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $58 | +1.8% | 2,379 | 0.0% | 0.04% | -5.1% |
Q1 2024 | $57 | -1.7% | 2,379 | 0.0% | 0.04% | 0.0% |
Q4 2023 | $58 | +3.6% | 2,379 | 0.0% | 0.04% | -7.1% |
Q3 2023 | $56 | -1.8% | 2,379 | 0.0% | 0.04% | +5.0% |
Q2 2023 | $57 | 0.0% | 2,379 | 0.0% | 0.04% | -7.0% |
Q1 2023 | $57 | +1.8% | 2,379 | 0.0% | 0.04% | -4.4% |
Q4 2022 | $56 | -99.9% | 2,379 | 0.0% | 0.04% | -2.2% |
Q3 2022 | $55,000 | -3.5% | 2,379 | 0.0% | 0.05% | +4.5% |
Q2 2022 | $57,000 | – | 2,379 | – | 0.04% | – |
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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% |