ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 208 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $467 | +1.5% | 19,647 | +2.1% | 0.06% | +3.7% |
| Q2 2023 | $460 | +9.3% | 19,234 | +10.0% | 0.05% | +3.8% |
| Q1 2023 | $421 | +4.7% | 17,485 | +3.4% | 0.05% | -8.8% |
| Q4 2022 | $402 | -99.9% | 16,912 | +13.1% | 0.06% | +7.5% |
| Q3 2022 | $351,000 | -2.0% | 14,949 | +0.7% | 0.05% | +1.9% |
| Q2 2022 | $358,000 | -4.5% | 14,850 | -2.4% | 0.05% | +8.3% |
| Q1 2022 | $375,000 | +10.9% | 15,212 | +15.3% | 0.05% | +11.6% |
| Q4 2021 | $338,000 | +493.0% | 13,189 | +503.9% | 0.04% | +437.5% |
| Q3 2021 | $57,000 | +26.7% | 2,184 | +27.7% | 0.01% | +14.3% |
| Q2 2021 | $45,000 | – | 1,710 | – | 0.01% | – |
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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% |