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 2021 | $731,000 | +0.6% | 26,572 | +1.3% | 0.41% | +0.5% |
| Q2 2021 | $727,000 | -4.1% | 26,237 | -6.7% | 0.41% | -11.1% |
| Q1 2021 | $758,000 | -4.9% | 28,127 | +0.0% | 0.46% | -14.2% |
| Q4 2020 | $797,000 | +1.0% | 28,120 | -1.2% | 0.53% | -11.3% |
| Q3 2020 | $789,000 | -0.5% | 28,449 | -0.9% | 0.60% | -8.2% |
| Q2 2020 | $793,000 | 0.0% | 28,702 | -7.0% | 0.66% | -17.0% |
| Q1 2020 | $793,000 | +19.2% | 30,855 | +22.7% | 0.79% | +54.9% |
| Q4 2019 | $665,000 | -1.2% | 25,139 | -1.9% | 0.51% | -5.7% |
| Q3 2019 | $673,000 | +45.7% | 25,617 | +43.3% | 0.54% | +44.7% |
| Q2 2019 | $462,000 | – | 17,877 | – | 0.37% | – |
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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% |