ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 3 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $814 | +7.5% | 37,392 | +12.4% | 0.00% | 0.0% |
| Q2 2023 | $757 | +5.6% | 33,275 | +6.8% | 0.00% | 0.0% |
| Q1 2023 | $717 | +50.3% | 31,159 | +45.7% | 0.00% | +50.0% |
| Q4 2022 | $477 | -99.9% | 21,379 | +7.4% | 0.00% | -33.3% |
| Q3 2022 | $433,000 | -11.5% | 19,898 | -5.8% | 0.00% | 0.0% |
| Q2 2022 | $489,000 | -14.5% | 21,125 | -7.2% | 0.00% | 0.0% |
| Q1 2022 | $572,000 | +71.3% | 22,754 | +85.7% | 0.00% | +50.0% |
| Q4 2021 | $334,000 | +31.0% | 12,256 | +32.3% | 0.00% | 0.0% |
| Q3 2021 | $255,000 | -5.6% | 9,262 | -4.8% | 0.00% | 0.0% |
| Q2 2021 | $270,000 | +8.4% | 9,729 | +5.2% | 0.00% | 0.0% |
| Q1 2021 | $249,000 | – | 9,252 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 312,835 | $6,814,000 | 6.65% |
| Long Run Wealth Advisors, LLC | 120,104 | $2,616,000 | 1.04% |
| Fingerlakes Wealth Management, Inc. | 27,894 | $608,000 | 0.89% |
| Tempus Wealth Planning, LLC | 39,393 | $858,000 | 0.57% |
| Level Financial Advisors | 30,278 | $659,000 | 0.49% |
| Topel & Distasi Wealth Management, LLC | 37,145 | $817,000 | 0.45% |
| First Affirmative Financial Network | 13,447 | $293,000 | 0.37% |
| Horst & Graben Wealth Management LLC | 59,137 | $1,288,000 | 0.36% |
| CWM, LLC | 2,104,687 | $45,840,000 | 0.36% |
| Klaas Financial Asset Advisors, LLC | 61,959 | $1,349,000 | 0.34% |