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 | $758,532 | -9.1% | 34,859 | -5.0% | 0.11% | -9.1% |
| Q2 2023 | $834,353 | +20.7% | 36,691 | +22.2% | 0.12% | +10.0% |
| Q1 2023 | $691,163 | +46.8% | 30,031 | +42.3% | 0.11% | +34.1% |
| Q4 2022 | $470,700 | -0.7% | 21,110 | -3.1% | 0.08% | -17.2% |
| Q3 2022 | $474,000 | +25.1% | 21,784 | +33.2% | 0.10% | +17.9% |
| Q2 2022 | $379,000 | +16.3% | 16,356 | +26.0% | 0.08% | +29.2% |
| Q1 2022 | $326,000 | 0.0% | 12,983 | +7.4% | 0.06% | -24.4% |
| Q1 2021 | $326,000 | -11.4% | 12,086 | -6.9% | 0.09% | -19.6% |
| Q4 2020 | $368,000 | -41.0% | 12,987 | -42.3% | 0.11% | -54.1% |
| Q3 2020 | $624,000 | – | 22,508 | – | 0.23% | – |
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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% |