ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 181 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $262,948 | +7.0% | 12,084 | +11.9% | 0.10% | +10.2% |
| Q2 2023 | $245,637 | +5.8% | 10,802 | +7.1% | 0.09% | 0.0% |
| Q1 2023 | $232,083 | +3.4% | 10,084 | +0.2% | 0.09% | -6.4% |
| Q4 2022 | $224,469 | +2.5% | 10,067 | +0.2% | 0.09% | -3.1% |
| Q3 2022 | $219,000 | -6.0% | 10,050 | -0.1% | 0.10% | -3.0% |
| Q2 2022 | $233,000 | -7.9% | 10,057 | +0.1% | 0.10% | +5.3% |
| Q1 2022 | $253,000 | – | 10,049 | – | 0.10% | – |
Download | ||||||
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% |