ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 171 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $222,079 | -18.0% | 9,766 | -17.0% | 0.12% | -25.2% |
| Q1 2023 | $270,887 | +6.3% | 11,770 | +2.9% | 0.16% | -1.9% |
| Q4 2022 | $254,950 | -1.2% | 11,434 | -3.3% | 0.16% | -10.0% |
| Q3 2022 | $258,000 | +4.5% | 11,823 | +11.0% | 0.18% | +2.9% |
| Q2 2022 | $247,000 | -29.2% | 10,649 | -23.3% | 0.18% | -28.9% |
| Q1 2022 | $349,000 | -2.5% | 13,883 | +5.8% | 0.25% | -5.7% |
| Q4 2021 | $358,000 | – | 13,128 | – | 0.26% | – |
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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% |