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 | $1,863,616 | -7.0% | 78,402 | -6.5% | 0.05% | -3.6% |
| Q2 2023 | $2,004,567 | -24.3% | 83,838 | -23.8% | 0.06% | -27.3% |
| Q1 2023 | $2,647,876 | +160.8% | 110,053 | +157.6% | 0.08% | +148.4% |
| Q4 2022 | $1,015,359 | -3.0% | 42,716 | -4.1% | 0.03% | -13.9% |
| Q3 2022 | $1,047,000 | +12.8% | 44,557 | +15.7% | 0.04% | +16.1% |
| Q2 2022 | $928,000 | +10.6% | 38,526 | +13.1% | 0.03% | +29.2% |
| Q1 2022 | $839,000 | +33.0% | 34,050 | +38.5% | 0.02% | +33.3% |
| Q4 2021 | $631,000 | -16.4% | 24,583 | -15.4% | 0.02% | -33.3% |
| Q3 2021 | $755,000 | -8.5% | 29,064 | -8.2% | 0.03% | -10.0% |
| Q2 2021 | $825,000 | +8.1% | 31,668 | +7.9% | 0.03% | 0.0% |
| Q1 2021 | $763,000 | +5.4% | 29,356 | +6.1% | 0.03% | 0.0% |
| Q4 2020 | $724,000 | -3.2% | 27,674 | -3.4% | 0.03% | -11.8% |
| Q3 2020 | $748,000 | +20.8% | 28,635 | +20.4% | 0.03% | +9.7% |
| Q2 2020 | $619,000 | +76.4% | 23,790 | +68.7% | 0.03% | +40.9% |
| Q1 2020 | $351,000 | +45.0% | 14,102 | +47.9% | 0.02% | +83.3% |
| Q4 2019 | $242,000 | – | 9,532 | – | 0.01% | – |
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% |