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 | $654,269 | +11.1% | 27,525 | +11.8% | 0.68% | +15.7% |
| Q2 2023 | $588,879 | +11.1% | 24,629 | +11.7% | 0.59% | +5.6% |
| Q1 2023 | $530,282 | +6.0% | 22,040 | +4.8% | 0.56% | +1.3% |
| Q4 2022 | $500,121 | -1.9% | 21,040 | -3.1% | 0.55% | -11.7% |
| Q3 2022 | $510,000 | -2.7% | 21,709 | -0.2% | 0.62% | +1.5% |
| Q2 2022 | $524,000 | -3.3% | 21,755 | -1.1% | 0.61% | +15.7% |
| Q1 2022 | $542,000 | -5.1% | 22,002 | -1.2% | 0.53% | -0.4% |
| Q4 2021 | $571,000 | – | 22,278 | – | 0.53% | – |
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% |