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 | $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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 307,844 | $6,864 | 6.36% |
| Long Run Wealth Advisors, LLC | 145,381 | $3,241,633 | 1.17% |
| Fingerlakes Wealth Management, Inc. | 26,935 | $600,594 | 0.83% |
| Carr Financial Group Corp | 50,911 | $1,135,188 | 0.60% |
| One Wealth Advisors, LLC | 113,191 | $2,523,876 | 0.58% |
| Topel & Distasi Wealth Management, LLC | 37,032 | $825,721 | 0.46% |
| Level Financial Advisors | 31,359 | $699,000 | 0.46% |
| Horst & Graben Wealth Management LLC | 77,093 | $1,719,000 | 0.45% |
| Summit Wealth Group, LLC | 19,015 | $424 | 0.45% |
| Klaas Financial Asset Advisors, LLC | 71,114 | $1,585,664 | 0.39% |