ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 193 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,203,962 | +4.1% | 101,285 | +8.8% | 0.15% | +8.6% |
| Q2 2023 | $2,116,867 | -4.9% | 93,090 | -3.7% | 0.14% | -7.9% |
| Q1 2023 | $2,225,919 | +58.3% | 96,716 | +53.3% | 0.15% | +51.0% |
| Q4 2022 | $1,406,326 | -0.1% | 63,071 | -2.4% | 0.10% | -3.8% |
| Q3 2022 | $1,408,000 | +8.3% | 64,632 | +15.1% | 0.10% | +9.5% |
| Q2 2022 | $1,300,000 | +31.0% | 56,134 | +42.2% | 0.10% | +41.8% |
| Q1 2022 | $992,000 | -47.1% | 39,463 | -43.3% | 0.07% | -64.2% |
| Q1 2021 | $1,877,000 | -6.7% | 69,650 | -1.8% | 0.19% | -20.4% |
| Q4 2020 | $2,011,000 | -31.6% | 70,962 | -33.1% | 0.24% | -40.1% |
| Q3 2020 | $2,941,000 | +28.9% | 106,081 | +28.5% | 0.39% | +19.5% |
| Q2 2020 | $2,281,000 | +110.4% | 82,567 | +95.9% | 0.33% | +91.8% |
| Q1 2020 | $1,084,000 | +29.0% | 42,149 | +32.8% | 0.17% | +55.5% |
| Q4 2019 | $840,000 | +160.9% | 31,729 | +158.7% | 0.11% | +129.2% |
| Q3 2019 | $322,000 | +57.8% | 12,267 | +55.1% | 0.05% | +50.0% |
| Q2 2019 | $204,000 | – | 7,909 | – | 0.03% | – |
Download | ||||||
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% |