ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 250 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $152,128 | -0.6% | 6,400 | 0.0% | 0.00% | +33.3% |
| Q2 2023 | $153,024 | -0.6% | 6,400 | 0.0% | 0.00% | -25.0% |
| Q1 2023 | $153,984 | +1.2% | 6,400 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $152,128 | +1.4% | 6,400 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $150,000 | -2.6% | 6,400 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $154,000 | -2.5% | 6,400 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $158,000 | -3.7% | 6,400 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $164,000 | +26.2% | 6,400 | +28.0% | 0.00% | +33.3% |
| Q3 2021 | $130,000 | -95.6% | 5,000 | -95.6% | 0.00% | -96.3% |
| Q4 2020 | $2,952,000 | +144.6% | 112,765 | +143.9% | 0.08% | +121.6% |
| Q3 2020 | $1,207,000 | +67.4% | 46,235 | +66.8% | 0.04% | +54.2% |
| Q2 2020 | $721,000 | +50.5% | 27,725 | +44.3% | 0.02% | +26.3% |
| Q1 2020 | $479,000 | -2.0% | 19,210 | 0.0% | 0.02% | +18.8% |
| Q4 2019 | $489,000 | +2.9% | 19,210 | +2.9% | 0.02% | -5.9% |
| Q3 2019 | $475,000 | +66.7% | 18,660 | +65.9% | 0.02% | +70.0% |
| Q2 2019 | $285,000 | +1.4% | 11,250 | 0.0% | 0.01% | -9.1% |
| Q1 2019 | $281,000 | – | 11,250 | – | 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% |