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 | $23,400,933 | +1.8% | 984,473 | +2.4% | 0.00% | 0.0% |
| Q2 2023 | $22,996,671 | -6.6% | 961,801 | -6.0% | 0.00% | -33.3% |
| Q1 2023 | $24,608,977 | -1.8% | 1,022,817 | -3.0% | 0.00% | 0.0% |
| Q4 2022 | $25,055,244 | -11.4% | 1,054,070 | -12.5% | 0.00% | -25.0% |
| Q3 2022 | $28,284,000 | -1.2% | 1,204,092 | +1.3% | 0.00% | 0.0% |
| Q2 2022 | $28,622,000 | -62.5% | 1,188,150 | -61.7% | 0.00% | -60.0% |
| Q1 2022 | $76,379,000 | +8.0% | 3,101,059 | +12.5% | 0.01% | +11.1% |
| Q4 2021 | $70,734,000 | -1.1% | 2,757,651 | +0.2% | 0.01% | -10.0% |
| Q3 2021 | $71,492,000 | +5.9% | 2,751,781 | +6.1% | 0.01% | +11.1% |
| Q2 2021 | $67,531,000 | +10.1% | 2,593,353 | +9.8% | 0.01% | 0.0% |
| Q1 2021 | $61,354,000 | +101.5% | 2,362,050 | +103.1% | 0.01% | +80.0% |
| Q4 2020 | $30,448,000 | +10.5% | 1,163,054 | +10.2% | 0.01% | 0.0% |
| Q3 2020 | $27,556,000 | +25.4% | 1,055,595 | +24.9% | 0.01% | 0.0% |
| Q2 2020 | $21,980,000 | +2.4% | 845,044 | -1.9% | 0.01% | -16.7% |
| Q1 2020 | $21,468,000 | +5.0% | 861,476 | +7.2% | 0.01% | +20.0% |
| Q4 2019 | $20,441,000 | +2.8% | 803,804 | +2.9% | 0.01% | 0.0% |
| Q3 2019 | $19,879,000 | +1.8% | 781,095 | +1.3% | 0.01% | 0.0% |
| Q2 2019 | $19,527,000 | +2.4% | 770,785 | +1.2% | 0.01% | 0.0% |
| Q1 2019 | $19,062,000 | +18.4% | 761,862 | +15.7% | 0.01% | 0.0% |
| Q4 2018 | $16,100,000 | -5.4% | 658,501 | -4.9% | 0.01% | +25.0% |
| Q3 2018 | $17,019,000 | +3.7% | 692,698 | +3.5% | 0.00% | 0.0% |
| Q2 2018 | $16,416,000 | +1.6% | 669,517 | +2.1% | 0.00% | 0.0% |
| Q1 2018 | $16,156,000 | +85.2% | 655,929 | +87.7% | 0.00% | +100.0% |
| Q4 2017 | $8,725,000 | – | 349,527 | – | 0.00% | – |
Download | ||||||
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% |