ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 153 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $141,962 | -48.8% | 6,524 | -46.5% | 0.04% | -44.6% |
| Q2 2023 | $277,269 | -1.2% | 12,193 | 0.0% | 0.06% | -5.8% |
| Q1 2023 | $280,622 | +260.3% | 12,193 | +249.1% | 0.07% | +245.0% |
| Q4 2022 | $77,885 | +1.1% | 3,493 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $77,000 | -73.6% | 3,493 | -72.3% | 0.02% | -72.6% |
| Q2 2022 | $292,000 | -7.9% | 12,609 | 0.0% | 0.07% | -2.7% |
| Q1 2022 | $317,000 | -7.8% | 12,609 | 0.0% | 0.08% | -8.5% |
| Q4 2021 | $344,000 | -0.9% | 12,609 | 0.0% | 0.08% | -9.9% |
| Q3 2021 | $347,000 | -0.9% | 12,609 | 0.0% | 0.09% | -4.2% |
| Q2 2021 | $350,000 | +33.6% | 12,609 | +1956.9% | 0.10% | +21.8% |
| Q1 2021 | $262,000 | -4.7% | 613 | -93.7% | 0.08% | -15.2% |
| Q4 2020 | $275,000 | – | 9,716 | – | 0.09% | – |
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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% |