ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 153 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $151,899 | -5.6% | 6,600 | -8.6% | 0.01% | -20.0% |
| Q4 2022 | $160,988 | -20.3% | 7,220 | -22.2% | 0.01% | -28.6% |
| Q3 2022 | $202,000 | -11.4% | 9,286 | -5.7% | 0.01% | -6.7% |
| Q2 2022 | $228,000 | -3.0% | 9,848 | +5.2% | 0.02% | +7.1% |
| Q1 2022 | $235,000 | -21.9% | 9,357 | -15.2% | 0.01% | -26.3% |
| Q4 2021 | $301,000 | – | 11,029 | – | 0.02% | – |
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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% |