ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 3 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,050 | -1.4% | 599,715 | +3.0% | 0.04% | 0.0% |
| Q2 2023 | $13,235 | +19.7% | 582,014 | +21.2% | 0.04% | +13.9% |
| Q1 2023 | $11,054 | +10.8% | 480,181 | +7.3% | 0.04% | +5.9% |
| Q4 2022 | $9,975 | -99.9% | 447,310 | +19.4% | 0.03% | +9.7% |
| Q3 2022 | $8,670,000 | 0.0% | 374,521 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $8,670,000 | -11.8% | 374,521 | -4.2% | 0.03% | 0.0% |
| Q1 2022 | $9,825,000 | -0.4% | 390,969 | +8.1% | 0.03% | 0.0% |
| Q4 2021 | $9,866,000 | +29.7% | 361,536 | +30.7% | 0.03% | +24.0% |
| Q3 2021 | $7,606,000 | +51.2% | 276,586 | +52.4% | 0.02% | +47.1% |
| Q2 2021 | $5,031,000 | +1109.4% | 181,511 | +1075.0% | 0.02% | +750.0% |
| Q1 2021 | $416,000 | – | 15,448 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 312,835 | $6,814,000 | 6.65% |
| Long Run Wealth Advisors, LLC | 120,104 | $2,616,000 | 1.04% |
| Fingerlakes Wealth Management, Inc. | 27,894 | $608,000 | 0.89% |
| Tempus Wealth Planning, LLC | 39,393 | $858,000 | 0.57% |
| Level Financial Advisors | 30,278 | $659,000 | 0.49% |
| Topel & Distasi Wealth Management, LLC | 37,145 | $817,000 | 0.45% |
| First Affirmative Financial Network | 13,447 | $293,000 | 0.37% |
| Horst & Graben Wealth Management LLC | 59,137 | $1,288,000 | 0.36% |
| CWM, LLC | 2,104,687 | $45,840,000 | 0.36% |
| Klaas Financial Asset Advisors, LLC | 61,959 | $1,349,000 | 0.34% |