ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 147 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,180,759 | +5.5% | 133,814 | +6.1% | 0.00% | 0.0% |
| Q2 2023 | $3,015,003 | +8.7% | 126,098 | +9.4% | 0.00% | 0.0% |
| Q1 2023 | $2,773,300 | +106401.5% | 115,266 | +5.2% | 0.00% | 0.0% |
| Q4 2022 | $2,604 | -99.9% | 109,538 | +8.6% | 0.00% | 0.0% |
| Q3 2022 | $2,369,000 | -53.3% | 100,861 | -52.1% | 0.00% | -50.0% |
| Q2 2022 | $5,075,000 | +3.0% | 210,689 | +5.3% | 0.00% | +33.3% |
| Q1 2022 | $4,929,000 | -6.9% | 200,116 | -3.0% | 0.00% | 0.0% |
| Q4 2021 | $5,292,000 | +16.6% | 206,323 | +18.1% | 0.00% | 0.0% |
| Q3 2021 | $4,538,000 | +6.7% | 174,672 | +7.0% | 0.00% | 0.0% |
| Q2 2021 | $4,253,000 | +11.0% | 163,320 | +10.7% | 0.00% | 0.0% |
| Q1 2021 | $3,833,000 | -10.0% | 147,567 | -9.2% | 0.00% | 0.0% |
| Q4 2020 | $4,257,000 | +22.8% | 162,607 | +22.4% | 0.00% | 0.0% |
| Q3 2020 | $3,467,000 | +7.8% | 132,815 | +7.4% | 0.00% | 0.0% |
| Q2 2020 | $3,216,000 | +20.0% | 123,635 | +15.0% | 0.00% | 0.0% |
| Q1 2020 | $2,679,000 | +1.1% | 107,485 | +3.1% | 0.00% | 0.0% |
| Q4 2019 | $2,651,000 | +34.3% | 104,256 | +34.4% | 0.00% | +50.0% |
| Q3 2019 | $1,974,000 | – | 77,555 | – | 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% |