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 | $1,848,403 | -7.5% | 84,945 | -3.3% | 0.60% | -6.0% |
| Q2 2023 | $1,997,459 | -3.8% | 87,839 | -2.6% | 0.64% | -9.8% |
| Q1 2023 | $2,076,229 | -36.0% | 90,212 | -37.9% | 0.71% | -39.4% |
| Q4 2022 | $3,241,633 | +23.9% | 145,381 | +21.0% | 1.17% | +12.5% |
| Q3 2022 | $2,616,000 | +0.0% | 120,104 | +6.3% | 1.04% | +2.3% |
| Q2 2022 | $2,615,000 | -4.7% | 112,976 | +3.3% | 1.01% | +5.6% |
| Q1 2022 | $2,744,000 | +3.9% | 109,325 | +13.0% | 0.96% | +4.5% |
| Q4 2021 | $2,641,000 | – | 96,767 | – | 0.92% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 312,835 | $6,814,000 | 6.65% |
| Long Run Wealth Advisors, LLC | 120,104 | $2,616,000 | 1.04% |
| Fingerlakes Wealth Management, Inc. | 27,894 | $608,000 | 0.89% |
| Tempus Wealth Planning, LLC | 39,393 | $858,000 | 0.57% |
| Level Financial Advisors | 30,278 | $659,000 | 0.49% |
| Topel & Distasi Wealth Management, LLC | 37,145 | $817,000 | 0.45% |
| First Affirmative Financial Network | 13,447 | $293,000 | 0.37% |
| Horst & Graben Wealth Management LLC | 59,137 | $1,288,000 | 0.36% |
| CWM, LLC | 2,104,687 | $45,840,000 | 0.36% |
| Klaas Financial Asset Advisors, LLC | 61,959 | $1,349,000 | 0.34% |