ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 171 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $346,202 | -20.6% | 15,910 | -17.1% | 0.06% | -15.4% |
| Q2 2023 | $436,199 | +9.4% | 19,182 | +10.8% | 0.06% | 0.0% |
| Q1 2023 | $398,551 | +70.4% | 17,317 | +65.1% | 0.06% | +54.8% |
| Q4 2022 | $233,856 | -9.7% | 10,488 | -11.8% | 0.04% | -17.6% |
| Q3 2022 | $259,000 | -7.8% | 11,893 | -1.9% | 0.05% | -5.6% |
| Q2 2022 | $281,000 | – | 12,126 | – | 0.05% | – |
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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% |