ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 171 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $338,129 | -0.9% | 15,539 | +3.5% | 0.01% | -8.3% |
| Q2 2023 | $341,327 | -5.3% | 15,010 | -4.2% | 0.01% | -14.3% |
| Q1 2023 | $360,565 | +8.3% | 15,667 | +2.6% | 0.01% | -26.3% |
| Q3 2022 | $333,000 | -5.4% | 15,268 | +0.5% | 0.02% | -5.0% |
| Q2 2022 | $352,000 | -94.2% | 15,199 | -93.7% | 0.02% | -93.3% |
| Q1 2022 | $6,050,000 | -5.6% | 240,739 | +2.5% | 0.30% | -2.3% |
| Q4 2021 | $6,408,000 | -0.2% | 234,805 | +0.6% | 0.31% | -14.2% |
| Q3 2021 | $6,419,000 | +2.5% | 233,424 | +3.3% | 0.36% | -6.0% |
| Q2 2021 | $6,265,000 | +28.4% | 226,022 | +24.8% | 0.38% | +12.1% |
| Q1 2021 | $4,879,000 | – | 181,063 | – | 0.34% | – |
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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% |