ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 242 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $890,781 | -4.4% | 37,475 | -3.8% | 0.19% | -3.6% |
| Q2 2023 | $931,677 | -37.6% | 38,966 | -37.2% | 0.19% | -41.5% |
| Q1 2023 | $1,493,837 | +6.1% | 62,088 | +4.9% | 0.33% | +0.9% |
| Q4 2022 | $1,407,374 | +25.5% | 59,208 | +24.0% | 0.33% | +16.4% |
| Q3 2022 | $1,121,000 | +22.0% | 47,743 | +25.2% | 0.28% | +25.4% |
| Q2 2022 | $919,000 | +34.8% | 38,130 | +37.7% | 0.22% | +27.3% |
| Q1 2022 | $682,000 | +120.0% | 27,685 | +129.3% | 0.18% | +114.6% |
| Q4 2021 | $310,000 | +47.6% | 12,074 | +49.1% | 0.08% | +34.4% |
| Q3 2021 | $210,000 | – | 8,097 | – | 0.06% | – |
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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% |