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 | $6,359,451 | -1.4% | 267,541 | -0.8% | 0.00% | 0.0% |
| Q2 2023 | $6,449,708 | -1.1% | 269,749 | -0.5% | 0.00% | 0.0% |
| Q1 2023 | $6,519,753 | +3.8% | 270,979 | +2.5% | 0.00% | 0.0% |
| Q4 2022 | $6,282,618 | -5.8% | 264,309 | -6.9% | 0.00% | 0.0% |
| Q3 2022 | $6,669,000 | -6.7% | 283,863 | -4.3% | 0.00% | 0.0% |
| Q2 2022 | $7,148,000 | -33.5% | 296,730 | -32.0% | 0.00% | 0.0% |
| Q1 2022 | $10,753,000 | +1.5% | 436,596 | +5.7% | 0.00% | 0.0% |
| Q4 2021 | $10,595,000 | -16.6% | 413,050 | -15.5% | 0.00% | 0.0% |
| Q3 2021 | $12,707,000 | +10.0% | 489,099 | +10.2% | 0.00% | 0.0% |
| Q2 2021 | $11,553,000 | -17.3% | 443,677 | -17.5% | 0.00% | -50.0% |
| Q1 2021 | $13,976,000 | -4.1% | 538,046 | -3.4% | 0.00% | 0.0% |
| Q4 2020 | $14,581,000 | +42.9% | 556,953 | +42.5% | 0.00% | +100.0% |
| Q3 2020 | $10,206,000 | +45.5% | 390,946 | +45.0% | 0.00% | 0.0% |
| Q2 2020 | $7,013,000 | +155.5% | 269,645 | +144.8% | 0.00% | – |
| Q1 2020 | $2,745,000 | +1.0% | 110,151 | +3.1% | 0.00% | – |
| Q4 2019 | $2,718,000 | +22.3% | 106,885 | +22.4% | 0.00% | – |
| Q3 2019 | $2,223,000 | +29.8% | 87,328 | +29.3% | 0.00% | – |
| Q2 2019 | $1,712,000 | +46.2% | 67,553 | +44.3% | 0.00% | – |
| Q1 2019 | $1,171,000 | +65.4% | 46,810 | +61.5% | 0.00% | – |
| Q4 2018 | $708,000 | +88.3% | 28,981 | +89.4% | 0.00% | – |
| Q3 2018 | $376,000 | +7.1% | 15,298 | +6.9% | 0.00% | – |
| Q2 2018 | $351,000 | +180.8% | 14,306 | +179.9% | 0.00% | – |
| Q1 2018 | $125,000 | +861.5% | 5,112 | +816.1% | 0.00% | – |
| Q4 2017 | $13,000 | – | 558 | – | 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% |