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 | $763,885 | -3.5% | 35,105 | +0.8% | 0.06% | +3.4% |
| Q2 2023 | $791,574 | -1.2% | 34,810 | -0.0% | 0.06% | -6.3% |
| Q1 2023 | $801,469 | +6.4% | 34,824 | +3.1% | 0.06% | -1.6% |
| Q4 2022 | $753,028 | +0.1% | 33,772 | -2.2% | 0.06% | -8.6% |
| Q3 2022 | $752,000 | -12.6% | 34,517 | -7.1% | 0.07% | -7.9% |
| Q2 2022 | $860,000 | -25.4% | 37,145 | -19.1% | 0.08% | -15.6% |
| Q1 2022 | $1,153,000 | +30.4% | 45,894 | +41.7% | 0.09% | +36.4% |
| Q4 2021 | $884,000 | +154.8% | 32,380 | +156.7% | 0.07% | +135.7% |
| Q3 2021 | $347,000 | – | 12,615 | – | 0.03% | – |
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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% |