ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 133 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $321,025 | -6.0% | 14,753 | -1.7% | 0.12% | -4.1% |
| Q2 2023 | $341,441 | +16.2% | 15,015 | +17.6% | 0.12% | +11.9% |
| Q1 2023 | $293,879 | +3.0% | 12,769 | -0.2% | 0.11% | -2.7% |
| Q4 2022 | $285,274 | -13.6% | 12,794 | -15.6% | 0.11% | -18.8% |
| Q3 2022 | $330,000 | +9.3% | 15,166 | +16.3% | 0.14% | +19.0% |
| Q2 2022 | $302,000 | -7.6% | 13,045 | +0.1% | 0.12% | +5.5% |
| Q1 2022 | $327,000 | +31.9% | 13,030 | +43.6% | 0.11% | +37.5% |
| Q4 2021 | $248,000 | +14.3% | 9,075 | +15.1% | 0.08% | +8.1% |
| Q3 2021 | $217,000 | – | 7,884 | – | 0.07% | – |
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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% |