ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 280 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $241,931 | -0.6% | 10,178 | 0.0% | 0.06% | 0.0% |
| Q2 2023 | $243,356 | -19.0% | 10,178 | -18.5% | 0.06% | -23.8% |
| Q1 2023 | $300,485 | -3.6% | 12,489 | -4.8% | 0.08% | -9.7% |
| Q4 2022 | $311,791 | +1.9% | 13,117 | +0.7% | 0.09% | -6.1% |
| Q3 2022 | $306,000 | -99.9% | 13,027 | +9.2% | 0.10% | +17.9% |
| Q1 2022 | $294,000,000 | +86882.2% | 11,928 | -8.3% | 0.08% | -32.3% |
| Q2 2021 | $338,000 | +12.7% | 13,001 | +12.6% | 0.12% | +6.0% |
| Q1 2021 | $300,000 | +9.9% | 11,549 | +7.7% | 0.12% | -55.5% |
| Q4 2019 | $273,000 | – | 10,721 | – | 0.26% | – |
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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% |