ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 133 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $687,595 | +2.0% | 31,599 | +6.6% | 0.09% | +6.2% |
| Q2 2023 | $674,151 | +10.9% | 29,646 | +12.2% | 0.08% | +2.5% |
| Q1 2023 | $607,919 | +18.4% | 26,414 | +14.7% | 0.08% | +11.3% |
| Q4 2022 | $513,623 | -0.8% | 23,035 | -3.1% | 0.07% | -11.2% |
| Q3 2022 | $518,000 | -1.1% | 23,763 | +4.9% | 0.08% | +1.3% |
| Q2 2022 | $524,000 | +8.0% | 22,644 | +17.4% | 0.08% | +23.4% |
| Q1 2022 | $485,000 | +97.2% | 19,284 | +113.8% | 0.06% | +113.3% |
| Q4 2021 | $246,000 | -0.8% | 9,021 | 0.0% | 0.03% | -9.1% |
| Q3 2021 | $248,000 | +195.2% | 9,021 | +196.3% | 0.03% | +200.0% |
| Q2 2021 | $84,000 | +20.0% | 3,045 | +18.0% | 0.01% | +10.0% |
| Q1 2021 | $70,000 | +25.0% | 2,581 | +30.9% | 0.01% | +11.1% |
| Q4 2020 | $56,000 | – | 1,972 | – | 0.01% | – |
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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% |