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 | $1,758,433 | -5.7% | 83,299 | -0.3% | 0.04% | +2.6% |
| Q2 2023 | $1,863,948 | -2.5% | 83,585 | +0.0% | 0.04% | +2.7% |
| Q1 2023 | $1,911,337 | -9.5% | 83,574 | -9.5% | 0.04% | -14.0% |
| Q4 2022 | $2,112,372 | -48.8% | 92,391 | -51.8% | 0.04% | -54.7% |
| Q3 2022 | $4,124,000 | -29.7% | 191,553 | -24.4% | 0.10% | -26.9% |
| Q2 2022 | $5,865,000 | -12.3% | 253,229 | -8.0% | 0.13% | -0.8% |
| Q1 2022 | $6,686,000 | -7.5% | 275,139 | +2.1% | 0.13% | +5.6% |
| Q4 2021 | $7,227,000 | +7.5% | 269,556 | +10.3% | 0.12% | +2.5% |
| Q3 2021 | $6,723,000 | +5.2% | 244,392 | +6.0% | 0.12% | +5.2% |
| Q2 2021 | $6,390,000 | +33.2% | 230,567 | +29.5% | 0.12% | -37.5% |
| Q1 2021 | $4,798,000 | +22.6% | 178,054 | +28.9% | 0.18% | +17.9% |
| Q4 2020 | $3,915,000 | +26.5% | 138,160 | +23.8% | 0.16% | +9.1% |
| Q3 2020 | $3,094,000 | +12.4% | 111,589 | +12.0% | 0.14% | -16.4% |
| Q2 2020 | $2,752,000 | – | 99,637 | – | 0.17% | – |
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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% |