ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 263 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,319,667 | +14.7% | 97,588 | +15.4% | 0.52% | +16.7% |
| Q2 2023 | $2,021,710 | +18.8% | 84,555 | +19.5% | 0.45% | +14.2% |
| Q1 2023 | $1,701,932 | +4.9% | 70,737 | +3.6% | 0.39% | -2.2% |
| Q4 2022 | $1,622,231 | +11.3% | 68,247 | +10.0% | 0.40% | +8.9% |
| Q3 2022 | $1,457,000 | +61.9% | 62,018 | +65.9% | 0.37% | +65.9% |
| Q2 2022 | $900,000 | +12.5% | 37,380 | +15.0% | 0.22% | +21.2% |
| Q1 2022 | $800,000 | +50.1% | 32,495 | +56.5% | 0.18% | +53.3% |
| Q4 2021 | $533,000 | +38.1% | 20,766 | +39.6% | 0.12% | +27.7% |
| Q3 2021 | $386,000 | +359.5% | 14,876 | +362.3% | 0.09% | +347.6% |
| Q2 2021 | $84,000 | +1300.0% | 3,218 | +1213.5% | 0.02% | +950.0% |
| Q1 2021 | $6,000 | – | 245 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stewardship Advisors, LLC | 342,811 | $8,946,000 | 4.48% |
| Wealthsimple US, Ltd. | 178,194 | $4,652,000 | 3.10% |
| Private Ocean, LLC | 461,420 | $12,045,000 | 2.82% |
| Braun-Bostich & Associates Inc. | 46,467 | $1,213,000 | 1.21% |
| Arlington Financial Advisors, LLC | 82,680 | $2,158,000 | 1.11% |
| Baldrige Asset Management LLC | 60,643 | $1,583,000 | 1.07% |
| Bigelow Investment Advisors, LLC | 34,363 | $897,000 | 0.53% |
| CWM, LLC | 2,395,834 | $62,388,000 | 0.50% |
| Cribstone Capital Management, LLC | 19,322 | $504,000 | 0.41% |
| Accredited Investors Inc. | 70,484 | $1,840,000 | 0.38% |