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 | $2,953 | +5.7% | 135,694 | +10.5% | 0.01% | 0.0% |
Q2 2023 | $2,793 | +8.7% | 122,841 | +10.0% | 0.01% | +20.0% |
Q1 2023 | $2,570 | +10.1% | 111,669 | +6.6% | 0.01% | -16.7% |
Q4 2022 | $2,335 | -99.9% | 104,745 | -3.7% | 0.01% | 0.0% |
Q3 2022 | $2,370,000 | +18.0% | 108,821 | +25.3% | 0.01% | +20.0% |
Q2 2022 | $2,009,000 | -48.2% | 86,818 | -43.8% | 0.01% | -44.4% |
Q1 2022 | $3,880,000 | -13.0% | 154,418 | -5.6% | 0.01% | -10.0% |
Q4 2021 | $4,462,000 | +4.5% | 163,531 | +5.3% | 0.01% | -9.1% |
Q3 2021 | $4,269,000 | -7.5% | 155,251 | -6.7% | 0.01% | -8.3% |
Q2 2021 | $4,614,000 | +16.8% | 166,466 | +13.5% | 0.01% | +9.1% |
Q1 2021 | $3,952,000 | +4.9% | 146,681 | +10.3% | 0.01% | 0.0% |
Q4 2020 | $3,767,000 | +10.4% | 132,948 | +8.0% | 0.01% | -8.3% |
Q3 2020 | $3,413,000 | +19.5% | 123,114 | +19.1% | 0.01% | +9.1% |
Q2 2020 | $2,856,000 | +26.0% | 103,404 | +17.3% | 0.01% | 0.0% |
Q1 2020 | $2,267,000 | +18.1% | 88,179 | +21.5% | 0.01% | +57.1% |
Q4 2019 | $1,920,000 | +172.0% | 72,562 | +169.9% | 0.01% | +133.3% |
Q3 2019 | $706,000 | +49.3% | 26,888 | +46.9% | 0.00% | +50.0% |
Q2 2019 | $473,000 | – | 18,309 | – | 0.00% | – |
Download |
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% |