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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $180,151 | -25.1% | 8,279 | -21.7% | 0.02% | -25.0% |
| Q2 2023 | $240,453 | -43.5% | 10,574 | -42.9% | 0.03% | -50.0% |
| Q1 2023 | $425,893 | +146.0% | 18,505 | +138.3% | 0.06% | +115.4% |
| Q4 2022 | $173,118 | -1.6% | 7,764 | -4.1% | 0.03% | -10.3% |
| Q3 2022 | $176,000 | +29.4% | 8,093 | +37.8% | 0.03% | +31.8% |
| Q2 2022 | $136,000 | -9.9% | 5,873 | -2.3% | 0.02% | -4.3% |
| Q1 2022 | $151,000 | +1061.5% | 6,014 | +1129.9% | 0.02% | +1050.0% |
| Q4 2021 | $13,000 | 0.0% | 489 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $13,000 | -38.1% | 489 | -35.4% | 0.00% | -50.0% |
| Q2 2021 | $21,000 | -91.4% | 757 | -91.7% | 0.00% | -91.7% |
| Q1 2021 | $245,000 | +28.3% | 9,078 | +34.7% | 0.05% | +17.1% |
| Q4 2020 | $191,000 | -34.8% | 6,739 | -36.3% | 0.04% | -43.1% |
| Q3 2020 | $293,000 | – | 10,579 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 307,844 | $6,864 | 6.36% |
| Long Run Wealth Advisors, LLC | 145,381 | $3,241,633 | 1.17% |
| Fingerlakes Wealth Management, Inc. | 26,935 | $600,594 | 0.83% |
| Carr Financial Group Corp | 50,911 | $1,135,188 | 0.60% |
| One Wealth Advisors, LLC | 113,191 | $2,523,876 | 0.58% |
| Topel & Distasi Wealth Management, LLC | 37,032 | $825,721 | 0.46% |
| Level Financial Advisors | 31,359 | $699,000 | 0.46% |
| Horst & Graben Wealth Management LLC | 77,093 | $1,719,000 | 0.45% |
| Summit Wealth Group, LLC | 19,015 | $424 | 0.45% |
| Klaas Financial Asset Advisors, LLC | 71,114 | $1,585,664 | 0.39% |