ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 195 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $466,555 | -1.2% | 20,535 | 0.0% | 0.31% | -4.7% |
| Q1 2024 | $472,100 | -1.2% | 20,535 | 0.0% | 0.32% | -7.2% |
| Q4 2023 | $477,849 | +145.8% | 20,535 | +129.8% | 0.35% | +129.8% |
| Q3 2023 | $194,426 | +9.1% | 8,935 | +14.0% | 0.15% | +11.9% |
| Q2 2023 | $178,168 | -1.2% | 7,835 | 0.0% | 0.14% | -6.2% |
| Q1 2023 | $180,323 | +3.2% | 7,835 | 0.0% | 0.14% | -0.7% |
| Q4 2022 | $174,701 | +30.4% | 7,835 | +27.3% | 0.14% | +11.5% |
| Q3 2022 | $134,000 | – | 6,155 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 270,119 | $7,372,000 | 6.46% |
| First Pacific Financial | 229,755 | $6,270,000 | 3.02% |
| Prostatis Group LLC | 172,728 | $4,713,747 | 2.89% |
| Synergy Asset Management, LLC | 241,903 | $6,602,000 | 1.57% |
| Long Run Wealth Advisors, LLC | 96,767 | $2,641,000 | 0.92% |
| Colonial River Wealth Management, LLC | 51,068 | $1,394,000 | 0.75% |
| Fingerlakes Wealth Management, Inc. | 19,606 | $536,000 | 0.60% |
| Level Financial Advisors | 27,136 | $741,000 | 0.56% |
| PECAUT & CO. | 34,521 | $942,000 | 0.48% |
| First Affirmative Financial Network | 17,863 | $487,000 | 0.44% |