ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 121 filers reported holding ISHARES TR in Q4 2020. 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 | 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% |