ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 181 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $717,667 | -1.7% | 32,981 | +2.8% | 0.05% | +1.9% |
Q2 2023 | $729,886 | +6.9% | 32,097 | +8.1% | 0.05% | +2.0% |
Q1 2023 | $683,086 | +32.4% | 29,680 | +28.3% | 0.05% | +30.8% |
Q4 2022 | $515,786 | -5.9% | 23,132 | -8.1% | 0.04% | -15.2% |
Q3 2022 | $548,000 | +7.0% | 25,180 | +13.7% | 0.05% | +17.9% |
Q2 2022 | $512,000 | +4.9% | 22,137 | +13.9% | 0.04% | +18.2% |
Q1 2022 | $488,000 | -6.5% | 19,432 | +1.5% | 0.03% | -2.9% |
Q4 2021 | $522,000 | +8.5% | 19,140 | +9.5% | 0.03% | +3.0% |
Q3 2021 | $481,000 | 0.0% | 17,479 | +0.6% | 0.03% | 0.0% |
Q2 2021 | $481,000 | +11.6% | 17,370 | +8.5% | 0.03% | +6.5% |
Q1 2021 | $431,000 | +0.5% | 16,010 | +5.8% | 0.03% | -6.1% |
Q4 2020 | $429,000 | +12.3% | 15,137 | +9.8% | 0.03% | 0.0% |
Q3 2020 | $382,000 | +9.1% | 13,780 | +8.8% | 0.03% | +3.1% |
Q2 2020 | $350,000 | +4.8% | 12,665 | -2.5% | 0.03% | -11.1% |
Q1 2020 | $334,000 | -3.7% | 12,995 | -1.0% | 0.04% | +16.1% |
Q4 2019 | $347,000 | +2.7% | 13,120 | +1.9% | 0.03% | -8.8% |
Q3 2019 | $338,000 | – | 12,870 | – | 0.03% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
IMPACTfolio, LLC | 312,835 | $6,814,000 | 6.65% |
Long Run Wealth Advisors, LLC | 120,104 | $2,616,000 | 1.04% |
Fingerlakes Wealth Management, Inc. | 27,894 | $608,000 | 0.89% |
Tempus Wealth Planning, LLC | 39,393 | $858,000 | 0.57% |
Level Financial Advisors | 30,278 | $659,000 | 0.49% |
Topel & Distasi Wealth Management, LLC | 37,145 | $817,000 | 0.45% |
First Affirmative Financial Network | 13,447 | $293,000 | 0.37% |
Horst & Graben Wealth Management LLC | 59,137 | $1,288,000 | 0.36% |
CWM, LLC | 2,104,687 | $45,840,000 | 0.36% |
Klaas Financial Asset Advisors, LLC | 61,959 | $1,349,000 | 0.34% |