ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 259 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2024 | $280 | +6.1% | 11,450 | +6.0% | 0.02% | +21.1% |
Q4 2023 | $264 | -2.6% | 10,797 | -5.3% | 0.02% | -5.0% |
Q3 2023 | $271 | -10.9% | 11,405 | -10.3% | 0.02% | -44.4% |
Q2 2023 | $304 | +7.8% | 12,718 | +8.4% | 0.04% | 0.0% |
Q1 2023 | $282 | -99.9% | 11,734 | -0.7% | 0.04% | -7.7% |
Q4 2022 | $280,850 | -7.0% | 11,815 | -8.2% | 0.04% | -2.5% |
Q3 2022 | $302,000 | +29.6% | 12,873 | +33.0% | 0.04% | +150.0% |
Q2 2022 | $233,000 | – | 9,676 | – | 0.02% | – |
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% |