ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 124 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $422,102 | +4.7% | 17,972 | +8.1% | 0.01% | -50.0% |
| Q1 2023 | $403,015 | +49654.9% | 16,633 | -50.3% | 0.02% | -18.2% |
| Q4 2022 | $810 | -99.9% | 33,440 | +13.0% | 0.02% | +15.8% |
| Q3 2022 | $715,000 | +6.6% | 29,586 | +6.6% | 0.02% | -9.5% |
| Q2 2022 | $671,000 | -1.8% | 27,753 | -1.6% | 0.02% | +133.3% |
| Q1 2022 | $683,000 | +5153.8% | 28,207 | +6113.0% | 0.01% | – |
| Q4 2021 | $13,000 | 0.0% | 454 | +0.9% | 0.00% | – |
| Q3 2021 | $13,000 | +550.0% | 450 | +749.1% | 0.00% | – |
| Q2 2021 | $2,000 | -77.8% | 53 | -83.0% | 0.00% | – |
| Q1 2021 | $9,000 | 0.0% | 311 | +4.0% | 0.00% | – |
| Q4 2020 | $9,000 | 0.0% | 299 | +0.7% | 0.00% | -100.0% |
| Q3 2020 | $9,000 | +80.0% | 297 | +49.2% | 0.00% | – |
| Q2 2020 | $5,000 | – | 199 | – | 0.00% | – |
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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% |