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 | $2,344,727 | +21.4% | 107,754 | +28.4% | 0.00% | – |
| Q1 2023 | $1,932,109 | +179.0% | 83,950 | +170.3% | 0.00% | – |
| Q4 2022 | $692,449 | -94.9% | 31,055 | -95.1% | 0.00% | -100.0% |
| Q3 2022 | $13,695,000 | +664.7% | 628,791 | +712.7% | 0.00% | – |
| Q2 2022 | $1,791,000 | -40.3% | 77,368 | -29.6% | 0.00% | -100.0% |
| Q4 2021 | $2,998,000 | +1268.9% | 109,839 | +1282.3% | 0.00% | – |
| Q3 2021 | $219,000 | -97.6% | 7,946 | -97.6% | 0.00% | -100.0% |
| Q2 2021 | $9,008,000 | -75.6% | 324,976 | -76.2% | 0.00% | -77.8% |
| Q1 2021 | $36,869,000 | +1560.8% | 1,368,055 | +1646.1% | 0.01% | +800.0% |
| Q4 2020 | $2,220,000 | +192.9% | 78,347 | +186.7% | 0.00% | – |
| Q3 2020 | $758,000 | -52.0% | 27,323 | -52.2% | 0.00% | -100.0% |
| Q2 2020 | $1,579,000 | +274.2% | 57,161 | +246.7% | 0.00% | – |
| Q1 2020 | $422,000 | – | 16,486 | – | 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% |