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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $262,000 | -12.4% | 10,441 | -4.6% | 0.05% | 0.0% |
| Q4 2021 | $299,000 | -15.1% | 10,939 | -11.9% | 0.05% | -50.0% |
| Q4 2020 | $352,000 | +7.6% | 12,421 | +5.1% | 0.10% | -6.4% |
| Q3 2020 | $327,000 | +4.8% | 11,818 | +4.4% | 0.11% | +36.2% |
| Q2 2020 | $312,000 | +169.0% | 11,324 | +156.2% | 0.08% | +110.5% |
| Q3 2019 | $116,000 | +17.2% | 4,420 | +14.4% | 0.04% | +22.6% |
| Q2 2019 | $99,000 | -9.2% | 3,864 | -11.4% | 0.03% | -13.9% |
| Q1 2019 | $109,000 | – | 4,359 | – | 0.04% | – |
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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% |