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 | $2,582,463 | -7.0% | 118,679 | -2.8% | 0.64% | -4.2% |
| Q2 2023 | $2,778,000 | -10.2% | 122,152 | -9.1% | 0.66% | -13.6% |
| Q1 2023 | $3,092,000 | +79.9% | 134,333 | +74.2% | 0.77% | +70.4% |
| Q4 2022 | $1,719,000 | +33.5% | 77,093 | +30.4% | 0.45% | +23.3% |
| Q3 2022 | $1,288,000 | +38.8% | 59,137 | +47.5% | 0.36% | +44.8% |
| Q2 2022 | $928,000 | +20.4% | 40,082 | +30.6% | 0.25% | +34.0% |
| Q1 2022 | $771,000 | -48.0% | 30,694 | -44.3% | 0.19% | -59.7% |
| Q1 2021 | $1,484,000 | +61.1% | 55,091 | +69.5% | 0.47% | +47.3% |
| Q4 2020 | $921,000 | -39.2% | 32,499 | -40.5% | 0.32% | -46.1% |
| Q3 2020 | $1,516,000 | – | 54,663 | – | 0.59% | – |
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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% |