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 | $168,596 | -32.9% | 7,748 | -29.9% | 0.10% | -32.0% |
| Q2 2023 | $251,209 | -20.5% | 11,047 | -19.6% | 0.15% | -28.6% |
| Q1 2023 | $316,134 | +59.0% | 13,736 | +54.1% | 0.21% | +46.1% |
| Q4 2022 | $198,804 | -9.6% | 8,916 | -11.6% | 0.14% | -15.1% |
| Q3 2022 | $220,000 | -99.9% | 10,088 | +35.1% | 0.17% | +24.8% |
| Q2 2022 | $172,816,000 | +138152.8% | 7,465 | +50.0% | 0.13% | +54.7% |
| Q1 2022 | $125,000 | +131.5% | 4,978 | +151.9% | 0.09% | +65.4% |
| Q3 2021 | $54,000 | +58.8% | 1,976 | +64.5% | 0.05% | +40.5% |
| Q2 2021 | $34,000 | -43.3% | 1,201 | -44.9% | 0.04% | -47.9% |
| Q1 2021 | $60,000 | -21.1% | 2,181 | -18.3% | 0.07% | -23.7% |
| Q4 2020 | $76,000 | – | 2,669 | – | 0.09% | – |
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% |