ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 280 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $223,000 | -40.7% | 9,514 | -39.1% | 0.18% | -44.1% |
| Q2 2022 | $376,000 | -38.6% | 15,627 | -37.1% | 0.33% | -32.7% |
| Q1 2022 | $612,000 | +8.3% | 24,830 | +12.8% | 0.49% | +15.3% |
| Q4 2021 | $565,000 | +16.3% | 22,022 | +17.8% | 0.42% | +5.0% |
| Q3 2021 | $486,000 | +39.7% | 18,693 | +39.9% | 0.40% | +40.8% |
| Q2 2021 | $348,000 | +18.0% | 13,358 | +17.8% | 0.29% | +5.1% |
| Q1 2021 | $295,000 | – | 11,344 | – | 0.27% | – |
Download | ||||||
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% |