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 | $6,394,611 | -14.7% | 293,870 | -10.8% | 0.06% | -12.7% |
| Q2 2023 | $7,494,470 | -0.5% | 329,572 | +0.7% | 0.06% | -4.5% |
| Q1 2023 | $7,534,191 | +48.1% | 327,360 | +43.4% | 0.07% | +40.4% |
| Q4 2022 | $5,088,566 | +323.0% | 228,212 | +313.2% | 0.05% | +95.8% |
| Q3 2022 | $1,203,000 | +9.7% | 55,225 | +16.6% | 0.02% | +41.2% |
| Q2 2022 | $1,097,000 | +7.5% | 47,381 | +16.8% | 0.02% | +13.3% |
| Q1 2022 | $1,020,000 | +49.8% | 40,577 | +62.7% | 0.02% | +50.0% |
| Q4 2021 | $681,000 | +5.9% | 24,937 | +6.6% | 0.01% | 0.0% |
| Q3 2021 | $643,000 | +4.6% | 23,394 | +5.5% | 0.01% | 0.0% |
| Q2 2021 | $615,000 | +115.0% | 22,179 | +109.3% | 0.01% | +66.7% |
| Q1 2021 | $286,000 | -18.5% | 10,598 | -14.4% | 0.01% | -14.3% |
| Q4 2020 | $351,000 | – | 12,377 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 312,779 | $7,241,000 | 6.82% |
| One Wealth Advisors, LLC | 176,009 | $4,075,000 | 1.09% |
| Long Run Wealth Advisors, LLC | 112,976 | $2,615,000 | 1.01% |
| Fingerlakes Wealth Management, Inc. | 27,795 | $643,000 | 0.88% |
| Level Financial Advisors | 29,595 | $685,000 | 0.50% |
| Topel & Distasi Wealth Management, LLC | 36,657 | $849,000 | 0.49% |
| First Affirmative Financial Network | 17,627 | $408,000 | 0.46% |
| CWM, LLC | 2,037,926 | $47,178,000 | 0.36% |
| Bigelow Investment Advisors, LLC | 23,076 | $534,000 | 0.29% |
| Neumann Capital Management, LLC | 23,925 | $554,000 | 0.28% |