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% | – |
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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% |