ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 133 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $43,868 | -4.3% | 2,016 | 0.0% | 0.02% | -6.2% |
| Q2 2023 | $45,844 | +44.7% | 2,016 | +46.4% | 0.02% | +33.3% |
| Q1 2023 | $31,692 | +3.2% | 1,377 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $30,704 | -99.9% | 1,377 | 0.0% | 0.01% | -7.7% |
| Q3 2022 | $29,991,000 | -5.9% | 1,377 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $31,878,000 | -7.9% | 1,377 | 0.0% | 0.01% | +8.3% |
| Q1 2022 | $34,604,000 | -7.9% | 1,377 | 0.0% | 0.01% | -7.7% |
| Q4 2021 | $37,578,000 | -0.8% | 1,377 | 0.0% | 0.01% | -7.1% |
| Q3 2021 | $37,867,000 | – | 1,377 | – | 0.01% | – |
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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% |