ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 280 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $435,158 | -37.5% | 18,307 | -37.1% | 0.01% | -33.3% |
| Q2 2023 | $695,758 | -4.4% | 29,099 | -3.8% | 0.01% | -18.2% |
| Q1 2023 | $728,008 | -37.4% | 30,258 | -38.1% | 0.01% | -42.1% |
| Q4 2022 | $1,162,139 | +99.7% | 48,891 | +97.4% | 0.02% | +90.0% |
| Q3 2022 | $581,917 | -3.0% | 24,773 | -0.6% | 0.01% | -9.1% |
| Q2 2022 | $600,000 | -7.6% | 24,912 | -5.6% | 0.01% | 0.0% |
| Q1 2022 | $649,000 | – | 26,378 | – | 0.01% | – |
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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% |