ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 7 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,598,021 | -3.3% | 151,400 | -2.9% | 0.00% | 0.0% |
| Q2 2023 | $3,721,333 | -5.7% | 155,900 | -5.0% | 0.00% | -20.0% |
| Q1 2023 | $3,948,246 | -10.5% | 164,100 | -11.6% | 0.01% | 0.0% |
| Q4 2022 | $4,411,712 | -2.0% | 185,600 | -3.1% | 0.01% | -28.6% |
| Q3 2022 | $4,501,000 | -2.5% | 191,600 | 0.0% | 0.01% | +16.7% |
| Q2 2022 | $4,616,000 | -2.2% | 191,600 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $4,719,000 | -8.8% | 191,600 | -5.0% | 0.01% | +20.0% |
| Q4 2021 | $5,173,000 | – | 201,600 | – | 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% |