ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 208 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,805 | -16.8% | 160,038 | -16.4% | 0.01% | -10.0% |
| Q2 2023 | $4,573 | -21.9% | 191,338 | -21.5% | 0.01% | -28.6% |
| Q1 2023 | $5,858 | +23.0% | 243,683 | +21.6% | 0.01% | +16.7% |
| Q4 2022 | $4,764 | -99.9% | 200,391 | +17.1% | 0.01% | +9.1% |
| Q3 2022 | $4,020,000 | +14.7% | 171,130 | +17.6% | 0.01% | +22.2% |
| Q2 2022 | $3,506,000 | -7.3% | 145,552 | -5.2% | 0.01% | +28.6% |
| Q1 2022 | $3,783,000 | +20.9% | 153,611 | +27.9% | 0.01% | +16.7% |
| Q4 2021 | $3,128,000 | -40.9% | 120,116 | -41.1% | 0.01% | -45.5% |
| Q3 2021 | $5,296,000 | +69.3% | 203,879 | +69.7% | 0.01% | +83.3% |
| Q2 2021 | $3,128,000 | +9.8% | 120,116 | +9.5% | 0.01% | 0.0% |
| Q1 2021 | $2,850,000 | -10.2% | 109,726 | -9.5% | 0.01% | -14.3% |
| Q4 2020 | $3,174,000 | +4.9% | 121,255 | +4.6% | 0.01% | -12.5% |
| Q3 2020 | $3,027,000 | +34.6% | 115,975 | +28.5% | 0.01% | +14.3% |
| Q2 2020 | $2,249,000 | 0.0% | 90,255 | 0.0% | 0.01% | -12.5% |
| Q1 2020 | $2,249,000 | +29.5% | 90,255 | +32.1% | 0.01% | +60.0% |
| Q4 2019 | $1,737,000 | +20.3% | 68,324 | +20.4% | 0.01% | +25.0% |
| Q3 2019 | $1,444,000 | +430.9% | 56,756 | +427.8% | 0.00% | +300.0% |
| Q2 2019 | $272,000 | – | 10,754 | – | 0.00% | – |
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% |