ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 3 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,280 | -4.0% | 58,842 | +0.4% | 1.14% | +111.5% |
| Q2 2023 | $1,333 | +7741.2% | 58,601 | -84.6% | 0.54% | +33.0% |
| Q1 2023 | $17 | -96.0% | 381,612 | +1906.9% | 0.41% | -9.4% |
| Q4 2022 | $424 | -99.8% | 19,015 | +58.5% | 0.45% | +45.5% |
| Q3 2022 | $261,000 | +26.7% | 11,996 | +35.0% | 0.31% | +26.7% |
| Q2 2022 | $206,000 | -11.6% | 8,888 | -4.2% | 0.24% | -0.4% |
| Q1 2022 | $233,000 | – | 9,274 | – | 0.24% | – |
Download | ||||||
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% |