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 | 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% |