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 | $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 | 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% |