ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 147 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,389 | +7.0% | 563,272 | +7.6% | 0.03% | +12.0% |
| Q2 2023 | $12,517 | -8.4% | 523,514 | -7.8% | 0.02% | -13.8% |
| Q1 2023 | $13,666 | +2.1% | 568,004 | +0.9% | 0.03% | -9.4% |
| Q4 2022 | $13,379 | -99.9% | 562,888 | +3.9% | 0.03% | -3.0% |
| Q3 2022 | $12,730,000 | -5.6% | 541,954 | -3.2% | 0.03% | -5.7% |
| Q2 2022 | $13,488,000 | -2.6% | 559,924 | -0.5% | 0.04% | +9.4% |
| Q1 2022 | $13,853,000 | -2.0% | 562,477 | +2.0% | 0.03% | 0.0% |
| Q4 2021 | $14,139,000 | +11.9% | 551,241 | +13.3% | 0.03% | 0.0% |
| Q3 2021 | $12,634,000 | +15.0% | 486,322 | +15.3% | 0.03% | +14.3% |
| Q2 2021 | $10,982,000 | +23.4% | 421,765 | +23.1% | 0.03% | +12.0% |
| Q1 2021 | $8,899,000 | +19.6% | 342,615 | +20.6% | 0.02% | +13.6% |
| Q4 2020 | $7,439,000 | +10.0% | 284,174 | +9.7% | 0.02% | -4.3% |
| Q3 2020 | $6,763,000 | +12.6% | 259,097 | +12.2% | 0.02% | 0.0% |
| Q2 2020 | $6,006,000 | +58.4% | 230,912 | +51.8% | 0.02% | +27.8% |
| Q1 2020 | $3,791,000 | +409.5% | 152,136 | +420.0% | 0.02% | +500.0% |
| Q4 2019 | $744,000 | +36.3% | 29,258 | +36.4% | 0.00% | +50.0% |
| Q3 2019 | $546,000 | +133.3% | 21,456 | +132.0% | 0.00% | +100.0% |
| Q2 2019 | $234,000 | -30.6% | 9,249 | -33.0% | 0.00% | -50.0% |
| Q4 2018 | $337,000 | – | 13,804 | – | 0.00% | – |
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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% |