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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $4,973,455 | +16.9% | 203,164 | +13.5% | 0.26% | +8.4% |
| Q3 2023 | $4,253,166 | +3.7% | 178,930 | +4.3% | 0.24% | +10.1% |
| Q2 2023 | $4,103,052 | +33.1% | 171,604 | -34.9% | 0.22% | -79.1% |
| Q4 2022 | $3,083,702 | +4.3% | 263,439 | +114.6% | 1.04% | +431.3% |
| Q3 2022 | $2,957,000 | 0.0% | 122,758 | 0.0% | 0.20% | 0.0% |
| Q2 2022 | $2,957,000 | -6.7% | 122,758 | -4.5% | 0.20% | +9.6% |
| Q1 2022 | $3,168,000 | +26.9% | 128,604 | +32.1% | 0.18% | +29.9% |
| Q4 2021 | $2,496,000 | +68.9% | 97,323 | +71.0% | 0.14% | +50.5% |
| Q3 2021 | $1,478,000 | +84.5% | 56,902 | +85.0% | 0.09% | +82.0% |
| Q2 2021 | $801,000 | +0.8% | 30,759 | +0.5% | 0.05% | -7.4% |
| Q1 2021 | $795,000 | +60.0% | 30,599 | +61.1% | 0.05% | +54.3% |
| Q4 2020 | $497,000 | +8.5% | 18,998 | +8.2% | 0.04% | -5.4% |
| Q3 2020 | $458,000 | – | 17,560 | – | 0.04% | – |
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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% |