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 | $1,198,258 | +6.8% | 55,067 | +11.7% | 0.63% | +11.3% |
| Q2 2023 | $1,121,514 | -0.9% | 49,319 | +0.3% | 0.56% | -4.4% |
| Q1 2023 | $1,131,510 | +37.0% | 49,164 | +32.8% | 0.59% | +27.4% |
| Q4 2022 | $825,721 | +1.1% | 37,032 | -0.3% | 0.46% | +2.7% |
| Q3 2022 | $817,000 | -3.8% | 37,145 | +1.3% | 0.45% | -8.1% |
| Q2 2022 | $849,000 | +21.3% | 36,657 | +31.7% | 0.49% | +67.6% |
| Q1 2022 | $700,000 | -19.1% | 27,841 | -12.1% | 0.29% | -17.0% |
| Q4 2021 | $865,000 | – | 31,689 | – | 0.35% | – |
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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% |