ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 121 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $7,917 | -3.0% | 348,158 | -1.2% | 0.13% | -8.5% |
| Q1 2023 | $8,158 | +5.9% | 352,322 | +1.9% | 0.14% | -2.1% |
| Q4 2022 | $7,707 | -99.9% | 345,662 | -4.5% | 0.14% | +0.7% |
| Q3 2022 | $7,886,000 | -9.6% | 362,083 | -3.9% | 0.14% | -18.3% |
| Q2 2022 | $8,725,000 | -12.8% | 376,888 | -5.3% | 0.18% | -7.9% |
| Q1 2022 | $10,001,000 | -4.4% | 397,966 | +3.9% | 0.19% | -6.4% |
| Q4 2021 | $10,457,000 | +5.4% | 383,183 | +7.2% | 0.20% | -1.0% |
| Q3 2021 | $9,918,000 | +5.6% | 357,409 | +5.8% | 0.20% | -4.2% |
| Q2 2021 | $9,395,000 | -7.0% | 337,819 | -9.9% | 0.21% | -17.4% |
| Q1 2021 | $10,098,000 | +15.5% | 374,763 | +19.4% | 0.26% | +5.3% |
| Q4 2020 | $8,742,000 | +52.8% | 313,766 | +52.1% | 0.25% | +29.5% |
| Q3 2020 | $5,720,000 | +162.5% | 206,318 | +161.5% | 0.19% | +137.5% |
| Q2 2020 | $2,179,000 | +74.9% | 78,896 | +62.8% | 0.08% | +48.1% |
| Q1 2020 | $1,246,000 | +161.2% | 48,475 | +168.8% | 0.05% | +200.0% |
| Q4 2019 | $477,000 | – | 18,033 | – | 0.02% | – |
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% |