ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 243 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,201,082 | +1.6% | 49,920 | +0.4% | 0.86% | -10.9% |
| Q4 2022 | $1,181,710 | +2.0% | 49,714 | +0.7% | 0.96% | -3.7% |
| Q3 2022 | $1,159,000 | -2.1% | 49,356 | +0.4% | 1.00% | -1.7% |
| Q2 2022 | $1,184,000 | -0.8% | 49,145 | +0.1% | 1.02% | +8.1% |
| Q1 2022 | $1,193,000 | -4.8% | 49,085 | +0.4% | 0.94% | +6.3% |
| Q4 2021 | $1,253,000 | +3.1% | 48,867 | +4.5% | 0.89% | -4.5% |
| Q3 2021 | $1,215,000 | +4.1% | 46,765 | +4.4% | 0.93% | +4.9% |
| Q2 2021 | $1,167,000 | +0.5% | 44,809 | +0.3% | 0.88% | -11.9% |
| Q1 2021 | $1,161,000 | – | 44,681 | – | 1.00% | – |
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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% |