ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 193 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,988,274 | +1.4% | 183,285 | +6.0% | 0.01% | 0.0% |
| Q2 2023 | $3,933,349 | -22.4% | 172,970 | -21.5% | 0.01% | -30.0% |
| Q1 2023 | $5,068,029 | +14.7% | 220,205 | +11.1% | 0.01% | +11.1% |
| Q4 2022 | $4,418,093 | -2.4% | 198,143 | -4.7% | 0.01% | -10.0% |
| Q3 2022 | $4,527,000 | -6.7% | 207,870 | -0.8% | 0.01% | -9.1% |
| Q2 2022 | $4,851,000 | +37.3% | 209,536 | +49.0% | 0.01% | +57.1% |
| Q1 2022 | $3,534,000 | -11.0% | 140,648 | -3.3% | 0.01% | 0.0% |
| Q4 2021 | $3,969,000 | -50.6% | 145,446 | -50.2% | 0.01% | -56.2% |
| Q3 2021 | $8,039,000 | +7.6% | 292,321 | +8.4% | 0.02% | +6.7% |
| Q2 2021 | $7,474,000 | +30.2% | 269,625 | +26.6% | 0.02% | +15.4% |
| Q1 2021 | $5,739,000 | +10.9% | 213,002 | +16.7% | 0.01% | 0.0% |
| Q4 2020 | $5,173,000 | +601.9% | 182,527 | +587.1% | 0.01% | +550.0% |
| Q3 2020 | $737,000 | +92.4% | 26,565 | +91.8% | 0.00% | +100.0% |
| Q2 2020 | $383,000 | – | 13,851 | – | 0.00% | – |
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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% |