ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 197 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
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 | 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% |