ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 243 filers reported holding ISHARES TR in Q3 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 | 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% |