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 | $100,048 | -0.6% | 4,209 | 0.0% | 0.00% | – |
Q2 2023 | $100,637 | -0.6% | 4,209 | 0.0% | 0.00% | – |
Q1 2023 | $101,269 | -18.6% | 4,209 | -19.6% | 0.00% | – |
Q4 2022 | $124,456 | +314.9% | 5,236 | +306.8% | 0.00% | – |
Q3 2022 | $30,000 | -6.2% | 1,287 | -2.0% | 0.00% | – |
Q2 2022 | $32,000 | +3.2% | 1,313 | +5.8% | 0.00% | – |
Q1 2022 | $31,000 | +3.3% | 1,241 | +6.8% | 0.00% | – |
Q4 2021 | $30,000 | +50.0% | 1,162 | +48.2% | 0.00% | – |
Q3 2021 | $20,000 | +900.0% | 784 | +1251.7% | 0.00% | – |
Q2 2021 | $2,000 | 0.0% | 58 | -28.4% | 0.00% | – |
Q1 2021 | $2,000 | 0.0% | 81 | -11.0% | 0.00% | – |
Q4 2020 | $2,000 | 0.0% | 91 | 0.0% | 0.00% | – |
Q3 2020 | $2,000 | -50.0% | 91 | -45.8% | 0.00% | – |
Q2 2020 | $4,000 | -84.6% | 168 | -83.3% | 0.00% | – |
Q3 2019 | $26,000 | +4.0% | 1,008 | +0.7% | 0.00% | – |
Q2 2019 | $25,000 | +66.7% | 1,001 | +65.7% | 0.00% | – |
Q1 2019 | $15,000 | 0.0% | 604 | +0.5% | 0.00% | – |
Q4 2018 | $15,000 | 0.0% | 601 | +1.0% | 0.00% | – |
Q3 2018 | $15,000 | – | 595 | – | 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% |