ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 7 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,971,843 | +0.0% | 82,955 | +0.6% | 1.74% | +8.0% |
| Q2 2023 | $1,971,482 | -2.2% | 82,454 | -1.6% | 1.61% | -5.5% |
| Q1 2023 | $2,015,090 | +39.1% | 83,753 | +37.4% | 1.70% | +35.4% |
| Q4 2022 | $1,448,634 | +6.5% | 60,944 | +5.3% | 1.26% | -5.1% |
| Q3 2022 | $1,360,000 | +0.8% | 57,893 | +3.3% | 1.32% | +15.9% |
| Q2 2022 | $1,349,000 | +30.8% | 56,018 | +33.8% | 1.14% | +18.2% |
| Q1 2022 | $1,031,000 | -2.8% | 41,858 | +1.2% | 0.97% | +8.2% |
| Q4 2021 | $1,061,000 | -5.4% | 41,358 | -4.3% | 0.89% | -3.5% |
| Q3 2021 | $1,122,000 | +2.9% | 43,203 | +3.2% | 0.92% | -5.1% |
| Q2 2021 | $1,090,000 | +32.6% | 41,858 | +32.3% | 0.98% | +15.0% |
| Q1 2021 | $822,000 | – | 31,647 | – | 0.85% | – |
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% |