ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 193 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,750,737 | +5.5% | 218,324 | +10.2% | 0.00% | 0.0% |
| Q2 2023 | $4,504,065 | +14.7% | 198,068 | +16.1% | 0.00% | 0.0% |
| Q1 2023 | $3,927,760 | -34.3% | 170,660 | -36.4% | 0.00% | -50.0% |
| Q4 2022 | $5,978,986 | +52.1% | 268,146 | +48.6% | 0.00% | +100.0% |
| Q3 2022 | $3,930,000 | +12.2% | 180,467 | +19.2% | 0.00% | 0.0% |
| Q2 2022 | $3,503,000 | -26.3% | 151,337 | -20.0% | 0.00% | 0.0% |
| Q1 2022 | $4,754,000 | +12.5% | 189,200 | +22.2% | 0.00% | 0.0% |
| Q4 2021 | $4,225,000 | +192.6% | 154,821 | +194.8% | 0.00% | – |
| Q3 2021 | $1,444,000 | +92.5% | 52,518 | +94.2% | 0.00% | – |
| Q2 2021 | $750,000 | +3160.9% | 27,039 | +3092.3% | 0.00% | – |
| Q1 2021 | $23,000 | +4.5% | 847 | +6.7% | 0.00% | – |
| Q4 2020 | $22,000 | – | 794 | – | 0.00% | – |
| Q3 2020 | $0 | – | 0 | – | 0.00% | – |
| Q2 2020 | $0 | – | 0 | -100.0% | 0.00% | – |
| Q1 2020 | $0 | – | 1 | – | 0.00% | – |
| Q4 2019 | $0 | – | 0 | – | 0.00% | – |
| Q3 2019 | $0 | – | 0 | -100.0% | 0.00% | – |
| Q2 2019 | $0 | – | 1 | – | 0.00% | – |
| Q1 2019 | $0 | – | 0 | – | 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% |