ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 239 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $332,344 | -1.2% | 13,982 | -0.7% | 0.12% | +4.3% |
| Q2 2023 | $336,501 | +20.2% | 14,074 | +20.9% | 0.12% | +15.0% |
| Q1 2023 | $280,057 | +10.9% | 11,640 | +9.6% | 0.10% | +2.0% |
| Q4 2022 | $252,532 | -14.4% | 10,624 | -15.4% | 0.10% | -21.6% |
| Q3 2022 | $295,000 | -2.3% | 12,563 | +0.4% | 0.12% | +3.3% |
| Q2 2022 | $302,000 | +32.5% | 12,518 | +35.2% | 0.12% | +30.1% |
| Q1 2022 | $228,000 | – | 9,259 | – | 0.09% | – |
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% |