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 | $500,225 | -12.7% | 22,988 | -8.7% | 0.38% | +212.3% |
| Q2 2023 | $572,728 | +24.9% | 25,186 | +26.4% | 0.12% | +40.2% |
| Q1 2023 | $458,677 | +89.7% | 19,929 | +83.8% | 0.09% | +77.6% |
| Q4 2022 | $241,737 | -25.6% | 10,841 | -27.4% | 0.05% | -29.0% |
| Q3 2022 | $325,000 | +11.3% | 14,936 | +18.3% | 0.07% | +11.3% |
| Q2 2022 | $292,000 | +27.5% | 12,629 | +38.4% | 0.06% | +47.6% |
| Q1 2022 | $229,000 | – | 9,123 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 285,071 | $7,164,000 | 5.33% |
| Long Run Wealth Advisors, LLC | 109,325 | $2,744,000 | 0.96% |
| Fingerlakes Wealth Management, Inc. | 27,356 | $687,000 | 0.80% |
| Level Financial Advisors | 40,879 | $1,027,000 | 0.79% |
| PECAUT & CO. | 39,429 | $991,000 | 0.48% |
| First Affirmative Financial Network | 17,489 | $439,000 | 0.42% |
| CWM, LLC | 2,141,022 | $53,804,000 | 0.38% |
| Bigelow Investment Advisors, LLC | 27,372 | $688,000 | 0.32% |
| One Wealth Advisors, LLC | 51,851 | $1,303,000 | 0.32% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 240,739 | $6,050,000 | 0.30% |