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 | $223,980 | -5.1% | 10,293 | -0.8% | 0.13% | 0.0% |
| Q2 2023 | $235,991 | -1.3% | 10,378 | -0.1% | 0.13% | -6.5% |
| Q1 2023 | $239,016 | -36.8% | 10,385 | -40.1% | 0.14% | -38.9% |
| Q3 2022 | $378,000 | -29.2% | 17,338 | -24.9% | 0.23% | -23.1% |
| Q2 2022 | $534,000 | -22.4% | 23,076 | -15.7% | 0.29% | -8.4% |
| Q1 2022 | $688,000 | +19.0% | 27,372 | +29.2% | 0.32% | +22.1% |
| Q4 2021 | $578,000 | -10.8% | 21,192 | -10.1% | 0.26% | -17.6% |
| Q3 2021 | $648,000 | +24.9% | 23,572 | +25.9% | 0.32% | +26.6% |
| Q2 2021 | $519,000 | +3.0% | 18,719 | 0.0% | 0.25% | -1.2% |
| Q1 2021 | $504,000 | +32.6% | 18,719 | +39.5% | 0.26% | +26.9% |
| Q4 2020 | $380,000 | +20.3% | 13,414 | +17.6% | 0.20% | +7.5% |
| Q3 2020 | $316,000 | +23.9% | 11,409 | +23.5% | 0.19% | +13.3% |
| Q2 2020 | $255,000 | – | 9,240 | – | 0.16% | – |
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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% |