IMPACTfolio, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 154 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
IMPACTfolio, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$7,502,248
+5.0%
322,400
-1.8%
4.88%
-5.2%
Q3 2023$7,143,155
+0.4%
328,270
+4.9%
5.15%
-8.8%
Q2 2023$7,112,981
-3.1%
312,796
-1.9%
5.65%
-8.1%
Q1 2023$7,339,760
+106831.2%
318,912
+3.6%
6.14%
-3.4%
Q4 2022$6,864
-99.9%
307,844
-1.6%
6.36%
-4.3%
Q3 2022$6,814,000
-5.9%
312,835
+0.0%
6.65%
-2.6%
Q2 2022$7,241,000
+1.1%
312,779
+9.7%
6.82%
+28.0%
Q1 2022$7,164,000
-2.8%
285,071
+5.5%
5.33%
-17.4%
Q4 2021$7,372,000270,1196.46%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
First Pacific Financial 233,306$6,416,0003.40%
Prostatis Group LLC 173,576$4,773,2882.85%
C-J Advisory, Inc. 53,847$1,480,0000.78%
PECAUT & CO. 43,515$1,197,0000.71%
First Affirmative Financial Network 19,317$531,0000.55%
Harborview Advisors, LLC 26,572$731,0000.41%
KESTRA PRIVATE WEALTH SERVICES, LLC 233,424$6,419,0000.36%
Bigelow Investment Advisors, LLC 23,572$648,0000.32%
DOHJ, LLC 21,561$595,0000.28%
Lokken Investment Group LLC 12,642$348,0000.28%
View complete list of ISHARES TR shareholders