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 | $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 | 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% |