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 | $335,692 | +41.0% | 15,427 | +78.0% | 0.02% | -11.1% |
| Q3 2021 | $238,000 | -13.8% | 8,667 | -13.0% | 0.02% | -18.2% |
| Q2 2021 | $276,000 | -23.5% | 9,967 | -25.6% | 0.02% | -35.3% |
| Q1 2021 | $361,000 | -49.8% | 13,397 | -47.2% | 0.03% | -49.3% |
| Q4 2020 | $719,000 | +75.8% | 25,368 | +72.1% | 0.07% | +45.7% |
| Q3 2020 | $409,000 | – | 14,743 | – | 0.05% | – |
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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% |