ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 3 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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 | $262,000 | – | 9,441 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
IMPACTfolio, LLC | 312,835 | $6,814,000 | 6.65% |
Long Run Wealth Advisors, LLC | 120,104 | $2,616,000 | 1.04% |
Fingerlakes Wealth Management, Inc. | 27,894 | $608,000 | 0.89% |
Tempus Wealth Planning, LLC | 39,393 | $858,000 | 0.57% |
Level Financial Advisors | 30,278 | $659,000 | 0.49% |
Topel & Distasi Wealth Management, LLC | 37,145 | $817,000 | 0.45% |
First Affirmative Financial Network | 13,447 | $293,000 | 0.37% |
Horst & Graben Wealth Management LLC | 59,137 | $1,288,000 | 0.36% |
CWM, LLC | 2,104,687 | $45,840,000 | 0.36% |
Klaas Financial Asset Advisors, LLC | 61,959 | $1,349,000 | 0.34% |