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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $245,000 | -59.8% | 10,182 | -60.3% | 0.06% | -61.6% |
| Q4 2022 | $609,000 | +31.5% | 25,626 | +30.1% | 0.16% | +21.4% |
| Q3 2022 | $463,000 | -13.0% | 19,693 | -10.8% | 0.13% | -9.0% |
| Q2 2022 | $532,000 | -12.8% | 22,072 | -10.9% | 0.14% | -3.4% |
| Q1 2022 | $610,000 | -53.2% | 24,781 | -51.2% | 0.15% | -54.3% |
| Q4 2021 | $1,304,000 | -30.6% | 50,828 | -29.7% | 0.33% | -36.9% |
| Q3 2021 | $1,878,000 | -37.4% | 72,288 | -37.3% | 0.52% | -38.3% |
| Q2 2021 | $3,002,000 | +118.2% | 115,278 | +117.6% | 0.84% | +93.5% |
| Q1 2021 | $1,376,000 | +72.4% | 52,966 | +73.7% | 0.43% | +57.5% |
| Q4 2020 | $798,000 | -14.1% | 30,492 | -14.3% | 0.28% | -23.8% |
| Q3 2020 | $929,000 | +47.0% | 35,576 | +46.5% | 0.36% | +30.3% |
| Q2 2020 | $632,000 | +16.4% | 24,285 | +11.5% | 0.28% | -3.1% |
| Q1 2020 | $543,000 | – | 21,787 | – | 0.29% | – |
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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% |