ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 234 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,357,107 | +3.2% | 147,760 | +4.5% | 0.04% | -5.4% |
| Q1 2024 | $3,251,936 | +18.3% | 141,450 | +19.7% | 0.04% | +8.8% |
| Q4 2023 | $2,750,002 | +28.7% | 118,178 | +20.3% | 0.03% | +9.7% |
| Q3 2023 | $2,136,876 | +0.7% | 98,202 | +5.3% | 0.03% | +3.3% |
| Q2 2023 | $2,121,164 | +2.1% | 93,279 | +3.4% | 0.03% | -9.1% |
| Q1 2023 | $2,077,219 | +72.4% | 90,255 | +67.1% | 0.03% | +57.1% |
| Q4 2022 | $1,204,645 | -21.4% | 54,026 | -23.2% | 0.02% | -30.0% |
| Q3 2022 | $1,533,000 | -6.9% | 70,367 | -1.0% | 0.03% | -3.2% |
| Q2 2022 | $1,646,000 | +10.6% | 71,091 | +20.0% | 0.03% | +29.2% |
| Q1 2022 | $1,488,000 | +101.9% | 59,219 | +119.4% | 0.02% | +100.0% |
| Q4 2021 | $737,000 | 0.0% | 26,992 | +0.7% | 0.01% | -7.7% |
| Q3 2021 | $737,000 | +14.3% | 26,812 | +15.2% | 0.01% | +18.2% |
| Q2 2021 | $645,000 | -61.2% | 23,284 | -62.3% | 0.01% | -68.6% |
| Q1 2021 | $1,664,000 | +0.1% | 61,747 | +5.3% | 0.04% | -7.9% |
| Q4 2020 | $1,662,000 | -14.2% | 58,632 | -16.1% | 0.04% | -24.0% |
| Q3 2020 | $1,937,000 | +74.5% | 69,854 | +73.8% | 0.05% | +56.2% |
| Q2 2020 | $1,110,000 | – | 40,196 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 270,119 | $7,372,000 | 6.46% |
| First Pacific Financial | 229,755 | $6,270,000 | 3.02% |
| Prostatis Group LLC | 172,728 | $4,713,747 | 2.89% |
| Synergy Asset Management, LLC | 241,903 | $6,602,000 | 1.57% |
| Long Run Wealth Advisors, LLC | 96,767 | $2,641,000 | 0.92% |
| Colonial River Wealth Management, LLC | 51,068 | $1,394,000 | 0.75% |
| Fingerlakes Wealth Management, Inc. | 19,606 | $536,000 | 0.60% |
| Level Financial Advisors | 27,136 | $741,000 | 0.56% |
| PECAUT & CO. | 34,521 | $942,000 | 0.48% |
| First Affirmative Financial Network | 17,863 | $487,000 | 0.44% |