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 | 307,844 | $6,864 | 6.36% |
| Long Run Wealth Advisors, LLC | 145,381 | $3,241,633 | 1.17% |
| Fingerlakes Wealth Management, Inc. | 26,935 | $600,594 | 0.83% |
| Carr Financial Group Corp | 50,911 | $1,135,188 | 0.60% |
| One Wealth Advisors, LLC | 113,191 | $2,523,876 | 0.58% |
| Topel & Distasi Wealth Management, LLC | 37,032 | $825,721 | 0.46% |
| Level Financial Advisors | 31,359 | $699,000 | 0.46% |
| Horst & Graben Wealth Management LLC | 77,093 | $1,719,000 | 0.45% |
| Summit Wealth Group, LLC | 19,015 | $424 | 0.45% |
| Klaas Financial Asset Advisors, LLC | 71,114 | $1,585,664 | 0.39% |