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 | $913,873 | +2314.5% | 38,446 | +2328.7% | 0.00% | – |
| Q2 2023 | $37,849 | -96.1% | 1,583 | -96.1% | 0.00% | – |
| Q1 2023 | $966,000 | +364428.3% | 40,137 | +260.1% | 0.00% | – |
| Q4 2022 | $265 | -99.8% | 11,146 | +116.7% | 0.00% | – |
| Q3 2022 | $121,000 | -2.4% | 5,143 | -0.3% | 0.00% | – |
| Q2 2022 | $124,000 | -71.6% | 5,160 | -70.8% | 0.00% | – |
| Q1 2022 | $436,000 | -65.7% | 17,687 | -64.3% | 0.00% | – |
| Q4 2021 | $1,272,000 | -85.8% | 49,569 | -85.6% | 0.00% | -100.0% |
| Q3 2021 | $8,945,000 | +551.5% | 344,280 | +553.1% | 0.00% | – |
| Q2 2021 | $1,373,000 | – | 52,714 | – | 0.00% | – |
Download | ||||||
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% |