ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 121 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $445,875 | -4.3% | 20,500 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $465,965 | -1.2% | 20,500 | 0.0% | 0.01% | -11.1% |
| Q1 2023 | $471,705 | -7.2% | 20,500 | -10.1% | 0.01% | -10.0% |
| Q4 2022 | $508,256 | +8.6% | 22,802 | +6.2% | 0.01% | 0.0% |
| Q3 2022 | $468,000 | -5.8% | 21,461 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $497,000 | -16.3% | 21,461 | -9.2% | 0.01% | 0.0% |
| Q1 2022 | $594,000 | -7.8% | 23,623 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $644,000 | -28.6% | 23,623 | -28.0% | 0.01% | -37.5% |
| Q3 2021 | $902,000 | -0.9% | 32,825 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $910,000 | +2.9% | 32,825 | 0.0% | 0.02% | -5.9% |
| Q1 2021 | $884,000 | +8.2% | 32,825 | +13.9% | 0.02% | 0.0% |
| Q4 2020 | $817,000 | +20.3% | 28,825 | +17.7% | 0.02% | +6.2% |
| Q3 2020 | $679,000 | +38.6% | 24,500 | +38.0% | 0.02% | +14.3% |
| Q2 2020 | $490,000 | +26.9% | 17,750 | +18.3% | 0.01% | +7.7% |
| Q1 2020 | $386,000 | – | 15,000 | – | 0.01% | – |
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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% |