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 | $125,098 | -9.5% | 5,749 | -5.4% | 0.00% | – |
| Q2 2023 | $138,191 | -4.3% | 6,077 | -3.1% | 0.00% | – |
| Q1 2023 | $144,350 | +15.1% | 6,272 | +11.5% | 0.00% | – |
| Q4 2022 | $125,446 | +128.1% | 5,626 | +122.7% | 0.00% | – |
| Q3 2022 | $55,000 | -5.2% | 2,526 | +0.7% | 0.00% | – |
| Q2 2022 | $58,000 | +5.5% | 2,509 | +13.1% | 0.00% | – |
| Q1 2022 | $55,000 | +3.8% | 2,218 | +13.2% | 0.00% | – |
| Q4 2021 | $53,000 | -1.9% | 1,960 | 0.0% | 0.00% | – |
| Q3 2021 | $54,000 | +17.4% | 1,960 | +18.1% | 0.00% | – |
| Q2 2021 | $46,000 | +2.2% | 1,660 | 0.0% | 0.00% | – |
| Q1 2021 | $45,000 | +40.6% | 1,660 | +45.6% | 0.00% | – |
| Q4 2020 | $32,000 | +3100.0% | 1,140 | +4460.0% | 0.00% | – |
| Q3 2018 | $1,000 | 0.0% | 25 | -40.5% | 0.00% | – |
| Q2 2018 | $1,000 | – | 42 | – | 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% |