ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 4 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $404,000 | +9.8% | 14,272 | +7.5% | 0.11% | +1.8% |
| Q3 2020 | $368,000 | +3.7% | 13,278 | +3.3% | 0.11% | -12.5% |
| Q2 2020 | $355,000 | +5.0% | 12,853 | +1.5% | 0.13% | +2.4% |
| Q1 2020 | $338,000 | +23.8% | 12,668 | +22.8% | 0.12% | +45.3% |
| Q4 2019 | $273,000 | +55.1% | 10,318 | +46.9% | 0.09% | +43.3% |
| Q1 2019 | $176,000 | +9.3% | 7,025 | +3.9% | 0.06% | -3.2% |
| Q4 2018 | $161,000 | +3.2% | 6,762 | +5.1% | 0.06% | +8.8% |
| Q3 2018 | $156,000 | 0.0% | 6,433 | +0.4% | 0.06% | -3.4% |
| Q2 2018 | $156,000 | -0.6% | 6,409 | +0.5% | 0.06% | -4.8% |
| Q1 2018 | $157,000 | +1.3% | 6,375 | +4.2% | 0.06% | -3.1% |
| Q4 2017 | $155,000 | – | 6,117 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 312,835 | $6,814,000 | 6.65% |
| Long Run Wealth Advisors, LLC | 120,104 | $2,616,000 | 1.04% |
| Fingerlakes Wealth Management, Inc. | 27,894 | $608,000 | 0.89% |
| Tempus Wealth Planning, LLC | 39,393 | $858,000 | 0.57% |
| Level Financial Advisors | 30,278 | $659,000 | 0.49% |
| Topel & Distasi Wealth Management, LLC | 37,145 | $817,000 | 0.45% |
| First Affirmative Financial Network | 13,447 | $293,000 | 0.37% |
| Horst & Graben Wealth Management LLC | 59,137 | $1,288,000 | 0.36% |
| CWM, LLC | 2,104,687 | $45,840,000 | 0.36% |
| Klaas Financial Asset Advisors, LLC | 61,959 | $1,349,000 | 0.34% |