ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 216 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $432,234 | +6.0% | 18,184 | +6.7% | 0.00% | 0.0% |
| Q2 2023 | $407,594 | +17.0% | 17,047 | +17.8% | 0.00% | 0.0% |
| Q1 2023 | $348,256 | -37.9% | 14,474 | -38.6% | 0.00% | -20.0% |
| Q4 2022 | $560,473 | -99.8% | 23,579 | +0.7% | 0.01% | +66.7% |
| Q3 2022 | $275,275,000 | +106183.8% | 23,424 | +117.9% | 0.00% | 0.0% |
| Q2 2022 | $259,000 | -46.5% | 10,749 | -43.0% | 0.00% | -40.0% |
| Q4 2021 | $484,000 | -39.3% | 18,858 | -38.6% | 0.01% | -37.5% |
| Q3 2021 | $798,000 | +38.1% | 30,700 | +38.2% | 0.01% | +14.3% |
| Q2 2021 | $578,000 | +79.5% | 22,211 | +80.3% | 0.01% | +75.0% |
| Q4 2020 | $322,000 | – | 12,321 | – | 0.00% | – |
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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% |