ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 193 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $279,572 | -3.6% | 12,848 | +0.7% | 0.07% | -3.9% |
| Q2 2023 | $290,049 | -8.7% | 12,755 | -7.6% | 0.08% | -13.5% |
| Q1 2023 | $317,791 | +20.5% | 13,808 | +16.7% | 0.09% | +12.7% |
| Q4 2022 | $263,802 | +8.6% | 11,831 | +5.9% | 0.08% | +1.3% |
| Q3 2022 | $243,000 | +3.4% | 11,177 | +10.2% | 0.08% | +5.4% |
| Q2 2022 | $235,000 | -100.0% | 10,142 | -53.7% | 0.07% | -52.6% |
| Q1 2022 | $550,000,000 | +92027.3% | 21,898 | +1.7% | 0.16% | -28.8% |
| Q2 2021 | $597,000 | -3.2% | 21,531 | -5.9% | 0.22% | -8.8% |
| Q1 2021 | $617,000 | -19.2% | 22,891 | -15.1% | 0.24% | -27.1% |
| Q4 2020 | $764,000 | +19.0% | 26,976 | +16.4% | 0.33% | -4.4% |
| Q3 2020 | $642,000 | +8.8% | 23,169 | +8.4% | 0.34% | -33.8% |
| Q2 2020 | $590,000 | +14.3% | 21,374 | +6.6% | 0.52% | -5.6% |
| Q1 2020 | $516,000 | -9.9% | 20,059 | -7.3% | 0.55% | -0.2% |
| Q4 2019 | $573,000 | – | 21,644 | – | 0.55% | – |
Download | ||||||
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% |