ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 121 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,378,680 | +98.4% | 109,314 | +107.4% | 0.06% | +100.0% |
| Q2 2023 | $1,198,807 | -40.0% | 52,718 | -39.3% | 0.03% | -41.8% |
| Q1 2023 | $1,999,162 | -12.4% | 86,863 | -15.1% | 0.06% | -21.4% |
| Q4 2022 | $2,281,178 | +1553.0% | 102,306 | +1961.8% | 0.07% | +1650.0% |
| Q2 2021 | $138,000 | -44.8% | 4,962 | -46.4% | 0.00% | -55.6% |
| Q1 2021 | $250,000 | -25.4% | 9,260 | -21.4% | 0.01% | -30.8% |
| Q4 2020 | $335,000 | -23.2% | 11,788 | -24.9% | 0.01% | -38.1% |
| Q3 2020 | $436,000 | +0.9% | 15,696 | +0.3% | 0.02% | -12.5% |
| Q2 2020 | $432,000 | +131.0% | 15,644 | +114.8% | 0.02% | +100.0% |
| Q1 2020 | $187,000 | -37.7% | 7,282 | -35.8% | 0.01% | -25.0% |
| Q4 2019 | $300,000 | +31.6% | 11,351 | +28.6% | 0.02% | +14.3% |
| Q3 2019 | $228,000 | 0.0% | 8,825 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $228,000 | +20.0% | 8,825 | +16.0% | 0.01% | +7.7% |
| Q1 2019 | $190,000 | +18.0% | 7,605 | +12.7% | 0.01% | -7.1% |
| Q4 2018 | $161,000 | 0.0% | 6,750 | +2.0% | 0.01% | +16.7% |
| Q3 2018 | $161,000 | +94.0% | 6,620 | +93.6% | 0.01% | +100.0% |
| Q2 2018 | $83,000 | – | 3,420 | – | 0.01% | – |
Download | ||||||
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% |