ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 249 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $3,705 | -99.9% | 153,970 | +8.2% | 2.45% | +12.5% |
| Q4 2022 | $3,383,541 | +10.1% | 142,345 | +8.8% | 2.18% | -3.5% |
| Q3 2022 | $3,073,000 | +14.0% | 130,818 | +16.9% | 2.26% | +19.2% |
| Q2 2022 | $2,696,000 | -23.9% | 111,910 | -22.2% | 1.90% | -20.7% |
| Q1 2022 | $3,545,000 | +10.3% | 143,915 | +14.8% | 2.39% | -1.8% |
| Q4 2021 | $3,215,000 | +401.6% | 125,351 | +408.4% | 2.44% | +371.2% |
| Q3 2021 | $641,000 | – | 24,658 | – | 0.52% | – |
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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% |