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 | $619,695 | -5.2% | 28,479 | -0.9% | 0.13% | +4.1% |
| Q2 2023 | $653,451 | +9.8% | 28,736 | +11.1% | 0.12% | +1.7% |
| Q1 2023 | $595,098 | +13.4% | 25,857 | +9.9% | 0.12% | +70.4% |
| Q4 2022 | $524,735 | +8.6% | 23,533 | +6.1% | 0.07% | -39.8% |
| Q3 2022 | $483,000 | +5.5% | 22,183 | +12.1% | 0.12% | +26.9% |
| Q2 2022 | $458,000 | +12.0% | 19,796 | +21.6% | 0.09% | +27.4% |
| Q1 2022 | $409,000 | +11.1% | 16,278 | -1.2% | 0.07% | +19.7% |
| Q4 2021 | $368,000 | -2.1% | 16,473 | +20.4% | 0.06% | -9.0% |
| Q3 2021 | $376,000 | -25.5% | 13,685 | -24.9% | 0.07% | -27.2% |
| Q2 2021 | $505,000 | -36.3% | 18,230 | -38.1% | 0.09% | -49.5% |
| Q1 2021 | $793,000 | -1.2% | 29,427 | +3.8% | 0.18% | -9.5% |
| Q4 2020 | $803,000 | +126.8% | 28,348 | +121.9% | 0.20% | +74.8% |
| Q3 2020 | $354,000 | +84.4% | 12,777 | +84.2% | 0.12% | +57.5% |
| Q2 2020 | $192,000 | +82.9% | 6,935 | +70.2% | 0.07% | +52.1% |
| Q1 2020 | $105,000 | -30.0% | 4,074 | -28.1% | 0.05% | -14.3% |
| Q4 2019 | $150,000 | +341.2% | 5,670 | +335.5% | 0.06% | +273.3% |
| Q3 2019 | $34,000 | +1600.0% | 1,302 | +1590.9% | 0.02% | +1400.0% |
| Q2 2019 | $2,000 | – | 77 | – | 0.00% | – |
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% |