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 | $5,540,945 | +34.6% | 254,639 | +40.6% | 1.23% | +42.1% |
| Q2 2023 | $4,117,532 | +8.1% | 181,070 | +9.4% | 0.87% | -1.5% |
| Q1 2023 | $3,808,384 | +50.9% | 165,474 | +46.2% | 0.88% | +52.8% |
| Q4 2022 | $2,523,876 | -38.1% | 113,191 | -35.7% | 0.58% | -47.2% |
| Q2 2022 | $4,075,000 | +212.7% | 176,009 | +239.5% | 1.09% | +242.0% |
| Q1 2022 | $1,303,000 | +3.8% | 51,851 | +11.3% | 0.32% | -33.7% |
| Q1 2021 | $1,255,000 | +52.7% | 46,591 | +60.7% | 0.48% | +7.8% |
| Q4 2020 | $822,000 | – | 28,997 | – | 0.45% | – |
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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% |