ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 208 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,582,879 | -6.2% | 696,392 | -5.8% | 0.01% | -16.7% |
| Q2 2023 | $17,677,033 | -39.2% | 739,522 | -38.8% | 0.01% | -40.0% |
| Q1 2023 | $29,055,044 | -3.0% | 1,207,644 | -3.9% | 0.01% | 0.0% |
| Q4 2022 | $29,943,000 | +32.5% | 1,257,063 | +28.7% | 0.01% | +25.0% |
| Q3 2022 | $22,599,000 | -3.3% | 976,864 | +0.7% | 0.01% | 0.0% |
| Q2 2022 | $23,365,000 | -6.4% | 970,035 | -4.3% | 0.01% | +14.3% |
| Q1 2022 | $24,972,000 | +7.2% | 1,013,635 | +11.6% | 0.01% | +16.7% |
| Q4 2021 | $23,291,000 | +7.5% | 908,660 | +8.9% | 0.01% | -14.3% |
| Q3 2021 | $21,674,000 | +9.6% | 834,300 | +9.8% | 0.01% | +16.7% |
| Q2 2021 | $19,770,000 | +19.7% | 759,847 | +19.5% | 0.01% | +20.0% |
| Q1 2021 | $16,516,000 | +64.2% | 635,951 | +64.8% | 0.01% | +25.0% |
| Q4 2020 | $10,061,000 | +96.7% | 385,999 | +96.1% | 0.00% | +100.0% |
| Q3 2020 | $5,116,000 | +21.6% | 196,803 | +22.0% | 0.00% | 0.0% |
| Q2 2020 | $4,208,000 | +95.5% | 161,335 | +85.2% | 0.00% | +100.0% |
| Q1 2020 | $2,152,000 | +185.4% | 87,095 | +193.6% | 0.00% | – |
| Q4 2019 | $754,000 | +143.2% | 29,661 | +143.1% | 0.00% | – |
| Q3 2019 | $310,000 | – | 12,200 | – | 0.00% | – |
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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% |