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 | 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% |