ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 132 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,244,174 | -2.4% | 103,133 | +2.0% | 0.43% | -1.1% |
| Q2 2023 | $2,298,923 | -2.1% | 101,096 | -0.9% | 0.44% | -13.7% |
| Q1 2023 | $2,348,405 | +62.3% | 102,038 | +57.3% | 0.50% | +51.8% |
| Q4 2022 | $1,446,528 | +16.7% | 64,874 | +14.0% | 0.33% | +23.0% |
| Q3 2022 | $1,239,000 | +38.1% | 56,886 | +46.9% | 0.27% | +24.4% |
| Q2 2022 | $897,000 | -22.9% | 38,732 | -16.3% | 0.22% | -18.4% |
| Q1 2022 | $1,163,000 | +53.2% | 46,287 | +64.3% | 0.27% | +12.2% |
| Q1 2021 | $759,000 | +78.2% | 28,170 | +87.3% | 0.24% | +66.9% |
| Q4 2020 | $426,000 | +9.2% | 15,041 | +7.0% | 0.14% | -4.1% |
| Q3 2020 | $390,000 | – | 14,063 | – | 0.15% | – |
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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% |