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 | $378,002 | -4.7% | 17,371 | -0.4% | 0.14% | +0.7% |
| Q2 2023 | $396,529 | +3.6% | 17,438 | +4.8% | 0.14% | -1.5% |
| Q1 2023 | $382,913 | +9.0% | 16,638 | +5.6% | 0.14% | +0.7% |
| Q4 2022 | $351,250 | -22.1% | 15,753 | -24.0% | 0.14% | -28.4% |
| Q3 2022 | $451,000 | -6.0% | 20,719 | -0.0% | 0.19% | -1.0% |
| Q2 2022 | $480,000 | +49.1% | 20,726 | +61.9% | 0.19% | +45.5% |
| Q1 2022 | $322,000 | -7.7% | 12,802 | +0.0% | 0.13% | +2.3% |
| Q4 2021 | $349,000 | +6.7% | 12,797 | +7.7% | 0.13% | -23.7% |
| Q3 2021 | $327,000 | +7.9% | 11,883 | +8.6% | 0.17% | +3.0% |
| Q2 2021 | $303,000 | +17.0% | 10,943 | +13.9% | 0.16% | +5.8% |
| Q1 2021 | $259,000 | +4.4% | 9,611 | +9.8% | 0.16% | -4.3% |
| Q4 2020 | $248,000 | – | 8,756 | – | 0.16% | – |
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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% |