ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 154 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $955,481 | +14.5% | 43,910 | +19.6% | 0.00% | +100.0% |
| Q2 2023 | $834,649 | +4.3% | 36,704 | +5.6% | 0.00% | 0.0% |
| Q1 2023 | $800,094 | -15.6% | 34,764 | -18.2% | 0.00% | -50.0% |
| Q4 2022 | $947,622 | -9.2% | 42,499 | -11.3% | 0.00% | 0.0% |
| Q3 2022 | $1,044,000 | -1.6% | 47,924 | +4.6% | 0.00% | 0.0% |
| Q2 2022 | $1,061,000 | +0.2% | 45,824 | +8.8% | 0.00% | 0.0% |
| Q1 2022 | $1,059,000 | -1.8% | 42,125 | +6.7% | 0.00% | 0.0% |
| Q4 2021 | $1,078,000 | +1.8% | 39,491 | +2.6% | 0.00% | 0.0% |
| Q3 2021 | $1,059,000 | -2.2% | 38,499 | -1.5% | 0.00% | 0.0% |
| Q2 2021 | $1,083,000 | +1.5% | 39,072 | -1.3% | 0.00% | 0.0% |
| Q1 2021 | $1,067,000 | +2.2% | 39,581 | +7.5% | 0.00% | 0.0% |
| Q4 2020 | $1,044,000 | +28.3% | 36,817 | +25.4% | 0.00% | 0.0% |
| Q3 2020 | $814,000 | +33.2% | 29,350 | +32.5% | 0.00% | +100.0% |
| Q2 2020 | $611,000 | – | 22,155 | – | 0.00% | – |
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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% |