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 | $2,706,640 | +96462.3% | 124,386 | +0.9% | 0.12% | 0.0% |
| Q2 2023 | $2,803 | +2.7% | 123,250 | +3.9% | 0.12% | 0.0% |
| Q1 2023 | $2,730 | +15.7% | 118,603 | +12.1% | 0.12% | +12.4% |
| Q4 2022 | $2,360 | -99.9% | 105,820 | +1.4% | 0.10% | -31.8% |
| Q3 2022 | $2,272,000 | -13.5% | 104,320 | -8.0% | 0.15% | +32.8% |
| Q2 2022 | $2,626,000 | -3.9% | 113,452 | +4.4% | 0.12% | +12.6% |
| Q1 2022 | $2,732,000 | -7.1% | 108,697 | +0.8% | 0.10% | -2.8% |
| Q4 2021 | $2,942,000 | +35.8% | 107,818 | +36.9% | 0.11% | +27.7% |
| Q3 2021 | $2,166,000 | +80.8% | 78,775 | +82.2% | 0.08% | +84.4% |
| Q2 2021 | $1,198,000 | – | 43,228 | – | 0.04% | – |
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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% |