ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 181 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $698 | -1.1% | 30,697 | 0.0% | 0.05% | +16.7% |
| Q1 2023 | $706 | +3.2% | 30,697 | 0.0% | 0.04% | +16.7% |
| Q4 2022 | $684 | -99.9% | 30,697 | -22.7% | 0.04% | -29.4% |
| Q3 2022 | $865,000 | -5.9% | 39,697 | 0.0% | 0.05% | -7.3% |
| Q2 2022 | $919,000 | -7.9% | 39,697 | 0.0% | 0.06% | +10.0% |
| Q1 2022 | $998,000 | -35.3% | 39,697 | -29.7% | 0.05% | -29.6% |
| Q4 2021 | $1,542,000 | -0.8% | 56,497 | 0.0% | 0.07% | -12.3% |
| Q3 2021 | $1,554,000 | +237.8% | 56,497 | +240.4% | 0.08% | +268.2% |
| Q2 2021 | $460,000 | -14.3% | 16,597 | -16.7% | 0.02% | -12.0% |
| Q1 2021 | $537,000 | -5.0% | 19,935 | 0.0% | 0.02% | -13.8% |
| Q4 2020 | $565,000 | – | 19,935 | – | 0.03% | – |
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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% |