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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $77,000 | +35.1% | 2,839 | +41.9% | 0.00% | +50.0% |
| Q4 2020 | $57,000 | +3.6% | 2,001 | +0.4% | 0.00% | -33.3% |
| Q3 2020 | $55,000 | 0.0% | 1,994 | +0.3% | 0.00% | 0.0% |
| Q2 2020 | $55,000 | +96.4% | 1,989 | +84.3% | 0.00% | +50.0% |
| Q1 2020 | $28,000 | 0.0% | 1,079 | +0.5% | 0.00% | 0.0% |
| Q4 2019 | $28,000 | 0.0% | 1,074 | +0.9% | 0.00% | 0.0% |
| Q3 2019 | $28,000 | -95.4% | 1,064 | -95.7% | 0.00% | -98.4% |
| Q2 2018 | $607,000 | +15.8% | 24,987 | +15.4% | 0.13% | -1.5% |
| Q1 2018 | $524,000 | – | 21,648 | – | 0.13% | – |
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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% |