ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 208 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $376,367 | -9.6% | 15,834 | -9.0% | 0.04% | -8.5% |
| Q2 2023 | $416,219 | -2.9% | 17,408 | -2.3% | 0.05% | -9.6% |
| Q1 2023 | $428,846 | +4.2% | 17,824 | +3.0% | 0.05% | -3.7% |
| Q4 2022 | $411,504 | +0.6% | 17,312 | -0.5% | 0.05% | -10.0% |
| Q3 2022 | $409,000 | -30.7% | 17,401 | -28.9% | 0.06% | -30.2% |
| Q2 2022 | $590,000 | -1.8% | 24,477 | +0.3% | 0.09% | +13.2% |
| Q1 2022 | $601,000 | -18.5% | 24,394 | -15.1% | 0.08% | -22.4% |
| Q4 2021 | $737,000 | -1.2% | 28,728 | +0.1% | 0.10% | -26.9% |
| Q3 2021 | $746,000 | +7.5% | 28,707 | +7.7% | 0.13% | +6.3% |
| Q2 2021 | $694,000 | -0.1% | 26,660 | -0.4% | 0.13% | -16.6% |
| Q1 2021 | $695,000 | +166.3% | 26,757 | +167.9% | 0.15% | +228.3% |
| Q4 2020 | $261,000 | – | 9,988 | – | 0.05% | – |
Download | ||||||
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% |