ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 247 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $222,725 | -0.6% | 9,370 | 0.0% | 0.17% | +2.4% |
| Q2 2023 | $224,037 | +3.2% | 9,370 | +3.9% | 0.17% | -2.3% |
| Q1 2023 | $217,021 | +1.2% | 9,020 | 0.0% | 0.17% | -2.3% |
| Q4 2022 | $214,405 | +53.1% | 9,020 | +51.3% | 0.18% | +30.1% |
| Q3 2022 | $140,000 | +68.7% | 5,960 | +83.8% | 0.14% | +106.1% |
| Q4 2021 | $83,000 | -1.2% | 3,242 | 0.0% | 0.07% | -7.0% |
| Q3 2021 | $84,000 | 0.0% | 3,242 | 0.0% | 0.07% | 0.0% |
| Q2 2021 | $84,000 | +35.5% | 3,242 | +35.5% | 0.07% | +26.8% |
| Q1 2021 | $62,000 | +313.3% | 2,392 | +304.1% | 0.06% | +330.8% |
| Q4 2020 | $15,000 | – | 592 | – | 0.01% | – |
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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% |