ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 280 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,202,120 | +0.6% | 134,713 | +1.2% | 0.16% | +1.9% |
| Q2 2023 | $3,183,774 | +25.8% | 133,157 | +26.6% | 0.16% | +14.5% |
| Q1 2023 | $2,530,381 | +46.0% | 105,170 | +44.2% | 0.14% | +30.2% |
| Q4 2022 | $1,733,571 | -19.1% | 72,931 | -18.0% | 0.11% | -26.9% |
| Q3 2022 | $2,142,000 | 0.0% | 88,901 | 0.0% | 0.14% | 0.0% |
| Q2 2022 | $2,142,000 | +13.1% | 88,901 | +20.4% | 0.14% | +28.3% |
| Q4 2021 | $1,894,000 | +9.9% | 73,841 | +11.3% | 0.11% | +105.5% |
| Q3 2021 | $1,724,000 | +273.2% | 66,343 | +273.7% | 0.06% | +266.7% |
| Q2 2021 | $462,000 | +112.9% | 17,755 | +113.0% | 0.02% | +87.5% |
| Q1 2021 | $217,000 | – | 8,335 | – | 0.01% | – |
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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% |