Morningstar Investment Services LLC - ISHARES TR ownership

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
Morningstar Investment Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$640
-99.9%
29,398
+75.2%
0.01%
+60.0%
Q3 2021$462,000
+16.7%
16,784
+17.4%
0.01%0.0%
Q2 2021$396,000
+16.1%
14,291
+12.9%
0.01%
+25.0%
Q1 2021$341,000
+6.9%
12,657
+12.6%
0.00%0.0%
Q4 2020$319,000
+21.8%
11,243
+19.1%
0.00%0.0%
Q3 2020$262,0009,4410.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
First Pacific Financial 233,306$6,416,0003.40%
Prostatis Group LLC 173,576$4,773,2882.85%
C-J Advisory, Inc. 53,847$1,480,0000.78%
PECAUT & CO. 43,515$1,197,0000.71%
First Affirmative Financial Network 19,317$531,0000.55%
Harborview Advisors, LLC 26,572$731,0000.41%
KESTRA PRIVATE WEALTH SERVICES, LLC 233,424$6,419,0000.36%
Bigelow Investment Advisors, LLC 23,572$648,0000.32%
DOHJ, LLC 21,561$595,0000.28%
Lokken Investment Group LLC 12,642$348,0000.28%
View complete list of ISHARES TR shareholders