ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 154 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,084 | +6.9% | 141,727 | +11.7% | 0.01% | +7.7% |
| Q2 2023 | $2,886 | +39.4% | 126,929 | +41.1% | 0.01% | +30.0% |
| Q1 2023 | $2,070 | +20.8% | 89,952 | +17.0% | 0.01% | +11.1% |
| Q4 2022 | $1,714 | -99.9% | 76,881 | +0.3% | 0.01% | 0.0% |
| Q3 2022 | $1,670,000 | +19.5% | 76,683 | +26.9% | 0.01% | +12.5% |
| Q2 2022 | $1,398,000 | -30.4% | 60,408 | -24.4% | 0.01% | -11.1% |
| Q1 2022 | $2,008,000 | -10.1% | 79,889 | -2.4% | 0.01% | -10.0% |
| Q4 2021 | $2,233,000 | +28.1% | 81,840 | +29.1% | 0.01% | +11.1% |
| Q3 2021 | $1,743,000 | +40.6% | 63,378 | +41.7% | 0.01% | +50.0% |
| Q2 2021 | $1,240,000 | +1.4% | 44,715 | -1.5% | 0.01% | -14.3% |
| Q1 2021 | $1,223,000 | +0.3% | 45,406 | +5.5% | 0.01% | 0.0% |
| Q4 2020 | $1,219,000 | -10.9% | 43,023 | -12.8% | 0.01% | -22.2% |
| Q3 2020 | $1,368,000 | +46.3% | 49,349 | +45.7% | 0.01% | +28.6% |
| Q2 2020 | $935,000 | +23.4% | 33,869 | +14.9% | 0.01% | 0.0% |
| Q1 2020 | $758,000 | +169.8% | 29,481 | +177.7% | 0.01% | +250.0% |
| Q4 2019 | $281,000 | +0.4% | 10,615 | -0.3% | 0.00% | 0.0% |
| Q3 2019 | $280,000 | +1.4% | 10,643 | -0.3% | 0.00% | -33.3% |
| Q2 2019 | $276,000 | – | 10,677 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 328,270 | $7,143,155 | 5.15% |
| One Wealth Advisors, LLC | 254,639 | $5,540,945 | 1.23% |
| Summit Wealth Group, LLC | 58,842 | $1,280 | 1.14% |
| Horst & Graben Wealth Management LLC | 118,679 | $2,582,463 | 0.64% |
| Topel & Distasi Wealth Management, LLC | 55,067 | $1,198,258 | 0.63% |
| Long Run Wealth Advisors, LLC | 84,945 | $1,848,403 | 0.60% |
| Klaas Financial Asset Advisors, LLC | 104,897 | $2,282,559 | 0.52% |
| Fingerlakes Wealth Management, Inc. | 18,342 | $399,128 | 0.49% |
| Sharkey, Howes & Javer | 103,133 | $2,244,174 | 0.43% |
| TCWP LLC | 22,988 | $500,225 | 0.38% |