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 | 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% |