ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 263 filers reported holding ISHARES TR in Q1 2023. 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% | – |
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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% |