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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $1,981 | -0.6% | 82,849 | 0.0% | 0.14% | +18.6% |
Q1 2023 | $1,993 | -16.0% | 82,849 | -17.0% | 0.12% | -6.3% |
Q4 2022 | $2,373 | -99.9% | 99,849 | -9.7% | 0.13% | -17.1% |
Q3 2022 | $2,597,000 | -2.5% | 110,549 | 0.0% | 0.15% | -5.0% |
Q2 2022 | $2,663,000 | -2.2% | 110,549 | 0.0% | 0.16% | +16.8% |
Q1 2022 | $2,723,000 | -4.0% | 110,549 | 0.0% | 0.14% | +4.6% |
Q4 2021 | $2,836,000 | -1.3% | 110,549 | 0.0% | 0.13% | -12.1% |
Q3 2021 | $2,872,000 | +346.0% | 110,549 | +346.7% | 0.15% | +380.6% |
Q2 2021 | $644,000 | +40.3% | 24,749 | +40.0% | 0.03% | +47.6% |
Q1 2021 | $459,000 | -0.9% | 17,680 | 0.0% | 0.02% | -12.5% |
Q4 2020 | $463,000 | -55.4% | 17,680 | -55.6% | 0.02% | -61.3% |
Q3 2020 | $1,039,000 | +36.9% | 39,800 | +36.3% | 0.06% | +29.2% |
Q2 2020 | $759,000 | +4.3% | 29,200 | 0.0% | 0.05% | -7.7% |
Q1 2020 | $728,000 | -28.3% | 29,200 | -26.8% | 0.05% | -17.5% |
Q4 2019 | $1,015,000 | 0.0% | 39,900 | 0.0% | 0.06% | -8.7% |
Q3 2019 | $1,015,000 | +0.4% | 39,900 | 0.0% | 0.07% | 0.0% |
Q2 2019 | $1,011,000 | – | 39,900 | – | 0.07% | – |
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% |