ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 133 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $504,828 | -1.2% | 22,200 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $510,933 | +3.2% | 22,200 | 0.0% | 0.01% | -16.7% |
| Q4 2022 | $495,004 | +2.3% | 22,200 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $484,000 | -5.8% | 22,200 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $514,000 | -7.9% | 22,200 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $558,000 | -7.9% | 22,200 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $606,000 | -13.1% | 22,200 | -12.4% | 0.01% | -14.3% |
| Q3 2021 | $697,000 | +23.4% | 25,350 | +24.3% | 0.01% | +16.7% |
| Q2 2021 | $565,000 | +38.8% | 20,400 | +35.1% | 0.01% | +20.0% |
| Q1 2021 | $407,000 | – | 15,100 | – | 0.01% | – |
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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% |