ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 3 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $7,372,000 | – | 270,119 | – | 6.46% | – |
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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% |