ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 245 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $534,617 | +0.0% | 21,830 | 0.0% | 0.05% | -1.9% |
| Q1 2024 | $534,398 | +13.8% | 21,830 | +13.8% | 0.05% | +8.2% |
| Q4 2023 | $469,526 | +3.0% | 19,180 | 0.0% | 0.05% | -7.5% |
| Q3 2023 | $455,909 | -0.6% | 19,180 | 0.0% | 0.05% | -3.6% |
| Q2 2023 | $458,594 | -0.6% | 19,180 | 0.0% | 0.06% | -8.3% |
| Q1 2023 | $461,471 | +101099.8% | 19,180 | 0.0% | 0.06% | -3.2% |
| Q4 2022 | $456 | -99.9% | 19,180 | +23.6% | 0.06% | +17.0% |
| Q3 2022 | $365,000 | -2.4% | 15,520 | 0.0% | 0.05% | +3.9% |
| Q2 2022 | $374,000 | -81.3% | 15,520 | -80.9% | 0.05% | -78.7% |
| Q1 2022 | $1,998,000 | +0.9% | 81,136 | +5.1% | 0.24% | +2.1% |
| Q4 2021 | $1,981,000 | +4.0% | 77,216 | +5.3% | 0.23% | -4.9% |
| Q3 2021 | $1,905,000 | -0.3% | 73,316 | 0.0% | 0.25% | +1.7% |
| Q2 2021 | $1,910,000 | +8.9% | 73,316 | +8.5% | 0.24% | +3.9% |
| Q1 2021 | $1,754,000 | – | 67,545 | – | 0.23% | – |
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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% |