ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 259 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $2,385,326 | -25.8% | 97,400 | -25.9% | 0.00% | -50.0% |
Q1 2024 | $3,216,672 | -13.2% | 131,400 | -13.2% | 0.00% | -33.3% |
Q4 2023 | $3,706,272 | +3.0% | 151,400 | 0.0% | 0.00% | -25.0% |
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% | – |
Download |
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% |