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 | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |