ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 243 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $275,969 | -35.7% | 11,542 | -35.3% | 0.01% | -33.3% |
| Q1 2023 | $429,254 | -50.8% | 17,841 | -51.4% | 0.02% | -54.5% |
| Q4 2022 | $871,812 | -21.5% | 36,677 | -22.4% | 0.03% | -28.3% |
| Q3 2022 | $1,110,000 | -14.2% | 47,235 | -12.1% | 0.05% | -9.8% |
| Q2 2022 | $1,294,000 | -5.1% | 53,718 | -3.0% | 0.05% | +10.9% |
| Q1 2022 | $1,363,000 | -48.9% | 55,355 | -46.8% | 0.05% | -45.9% |
| Q4 2021 | $2,669,000 | +6.7% | 104,052 | +8.0% | 0.08% | -1.2% |
| Q3 2021 | $2,502,000 | +35.0% | 96,311 | +35.4% | 0.09% | +34.4% |
| Q2 2021 | $1,853,000 | -36.5% | 71,142 | -36.7% | 0.06% | -40.7% |
| Q1 2021 | $2,919,000 | -0.5% | 112,381 | +0.3% | 0.11% | -19.4% |
| Q4 2020 | $2,933,000 | +9.5% | 112,015 | +9.2% | 0.13% | -3.6% |
| Q3 2020 | $2,678,000 | +6.7% | 102,568 | +6.2% | 0.14% | -0.7% |
| Q2 2020 | $2,511,000 | +10.2% | 96,558 | +5.7% | 0.14% | -13.6% |
| Q1 2020 | $2,278,000 | -0.2% | 91,393 | +1.8% | 0.16% | +25.6% |
| Q4 2019 | $2,283,000 | +4.6% | 89,791 | +4.7% | 0.13% | -2.3% |
| Q3 2019 | $2,182,000 | +3.8% | 85,726 | +3.3% | 0.13% | +3.1% |
| Q2 2019 | $2,102,000 | +72.0% | 82,956 | +69.9% | 0.13% | +68.4% |
| Q1 2019 | $1,222,000 | +3.2% | 48,830 | +0.8% | 0.08% | -5.0% |
| Q4 2018 | $1,184,000 | +83.0% | 48,445 | +84.0% | 0.08% | +110.5% |
| Q3 2018 | $647,000 | +31.5% | 26,335 | +31.6% | 0.04% | +31.0% |
| Q2 2018 | $492,000 | +1.9% | 20,015 | +2.0% | 0.03% | -6.5% |
| Q1 2018 | $483,000 | – | 19,620 | – | 0.03% | – |
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% |