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 | $551,949 | -3.5% | 25,365 | +0.8% | 0.06% | -20.8% |
| Q2 2023 | $572,094 | +6.5% | 25,158 | +7.7% | 0.07% | -19.1% |
| Q1 2023 | $537,406 | +4.0% | 23,350 | +0.8% | 0.09% | -6.3% |
| Q4 2022 | $516,762 | +33.5% | 23,176 | +30.3% | 0.10% | 0.0% |
| Q3 2022 | $387,000 | -10.0% | 17,786 | -4.2% | 0.10% | 0.0% |
| Q2 2022 | $430,000 | -11.3% | 18,570 | -3.7% | 0.10% | -5.0% |
| Q1 2022 | $485,000 | +2.1% | 19,288 | +10.9% | 0.10% | -1.0% |
| Q4 2021 | $475,000 | +54.2% | 17,388 | +55.0% | 0.10% | +29.5% |
| Q3 2021 | $308,000 | +51.7% | 11,216 | +53.3% | 0.08% | +41.8% |
| Q2 2021 | $203,000 | +147.6% | 7,316 | +147.8% | 0.06% | +25.0% |
| Q2 2020 | $82,000 | +82.2% | 2,952 | +67.5% | 0.04% | +46.7% |
| Q1 2020 | $45,000 | – | 1,762 | – | 0.03% | – |
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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% |