ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 197 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,471,048 | +6.2% | 67,603 | +10.9% | 0.04% | +7.9% |
| Q2 2023 | $1,385,737 | -2.7% | 60,938 | -1.5% | 0.04% | -17.4% |
| Q1 2023 | $1,423,808 | +13.2% | 61,864 | +9.7% | 0.05% | 0.0% |
| Q4 2022 | $1,257,809 | +9.6% | 56,410 | +7.0% | 0.05% | +2.2% |
| Q3 2022 | $1,148,000 | -14.2% | 52,712 | -8.8% | 0.04% | -8.2% |
| Q2 2022 | $1,338,000 | -5.0% | 57,816 | +3.2% | 0.05% | +8.9% |
| Q1 2022 | $1,408,000 | +5.5% | 56,026 | +14.6% | 0.04% | +9.8% |
| Q4 2021 | $1,334,000 | +20.3% | 48,875 | +21.2% | 0.04% | +7.9% |
| Q3 2021 | $1,109,000 | +2.4% | 40,321 | +3.2% | 0.04% | +2.7% |
| Q2 2021 | $1,083,000 | – | 39,083 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 307,844 | $6,864 | 6.36% |
| Long Run Wealth Advisors, LLC | 145,381 | $3,241,633 | 1.17% |
| Fingerlakes Wealth Management, Inc. | 26,935 | $600,594 | 0.83% |
| Carr Financial Group Corp | 50,911 | $1,135,188 | 0.60% |
| One Wealth Advisors, LLC | 113,191 | $2,523,876 | 0.58% |
| Topel & Distasi Wealth Management, LLC | 37,032 | $825,721 | 0.46% |
| Level Financial Advisors | 31,359 | $699,000 | 0.46% |
| Horst & Graben Wealth Management LLC | 77,093 | $1,719,000 | 0.45% |
| Summit Wealth Group, LLC | 19,015 | $424 | 0.45% |
| Klaas Financial Asset Advisors, LLC | 71,114 | $1,585,664 | 0.39% |