ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 129 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $463,379 | -4.3% | 21,295 | 0.0% | 0.20% | +1.0% |
| Q2 2023 | $484,248 | -1.2% | 21,295 | 0.0% | 0.20% | -7.0% |
| Q1 2023 | $490,104 | +6.7% | 21,295 | +3.4% | 0.22% | -0.5% |
| Q4 2022 | $459,217 | +4.1% | 20,595 | +1.8% | 0.22% | -4.8% |
| Q3 2022 | $441,000 | -20.4% | 20,225 | -15.5% | 0.23% | -19.2% |
| Q2 2022 | $554,000 | -17.2% | 23,925 | -10.1% | 0.28% | -1.1% |
| Q1 2022 | $669,000 | +27.4% | 26,625 | +38.5% | 0.28% | +32.7% |
| Q4 2021 | $525,000 | +1.0% | 19,225 | +1.6% | 0.21% | -8.2% |
| Q3 2021 | $520,000 | +24.1% | 18,925 | +25.1% | 0.23% | +23.9% |
| Q2 2021 | $419,000 | – | 15,125 | – | 0.19% | – |
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% |