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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $224,513 | +0.2% | 9,755 | -2.9% | 0.26% | -4.1% |
| Q4 2022 | $223,998 | -23.6% | 10,046 | -25.3% | 0.27% | -27.3% |
| Q3 2022 | $293,000 | -28.2% | 13,447 | -23.7% | 0.37% | -19.6% |
| Q2 2022 | $408,000 | -7.1% | 17,627 | +0.8% | 0.46% | +10.2% |
| Q1 2022 | $439,000 | -9.9% | 17,489 | -2.1% | 0.42% | -5.4% |
| Q4 2021 | $487,000 | -8.3% | 17,863 | -7.5% | 0.44% | -18.6% |
| Q3 2021 | $531,000 | – | 19,317 | – | 0.55% | – |
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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% |