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 | $382,402 | -4.3% | 17,574 | +0.0% | 0.05% | -7.7% |
| Q2 2023 | $399,543 | -1.2% | 17,570 | +0.0% | 0.05% | -5.5% |
| Q1 2023 | $404,293 | +55.5% | 17,566 | +47.2% | 0.06% | -5.2% |
| Q3 2022 | $260,000 | -5.8% | 11,935 | 0.0% | 0.06% | 0.0% |
| Q2 2022 | $276,000 | -8.0% | 11,935 | 0.0% | 0.06% | +1.8% |
| Q1 2022 | $300,000 | -8.0% | 11,935 | 0.0% | 0.06% | -8.1% |
| Q4 2021 | $326,000 | – | 11,935 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 312,779 | $7,241,000 | 6.82% |
| One Wealth Advisors, LLC | 176,009 | $4,075,000 | 1.09% |
| Long Run Wealth Advisors, LLC | 112,976 | $2,615,000 | 1.01% |
| Fingerlakes Wealth Management, Inc. | 27,795 | $643,000 | 0.88% |
| Level Financial Advisors | 29,595 | $685,000 | 0.50% |
| Topel & Distasi Wealth Management, LLC | 36,657 | $849,000 | 0.49% |
| First Affirmative Financial Network | 17,627 | $408,000 | 0.46% |
| CWM, LLC | 2,037,926 | $47,178,000 | 0.36% |
| Bigelow Investment Advisors, LLC | 23,076 | $534,000 | 0.29% |
| Neumann Capital Management, LLC | 23,925 | $554,000 | 0.28% |