iSun Ownership | Who Owns iSun?
iSun Ownership Summary
iSun is owned by 0.08% institutional investors, 97.22% insiders, and 2.70% retail investors. Trust co of vermont is the largest institutional shareholder, holding 0.06% of ISUN shares. NT Ext Equity Mkt Idx Fd - L is the top mutual fund, with 0.02% of its assets in iSun shares.
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Trust co of vermont | 15.00K | 0.06% | $375.00 |
| Loring wolcott & coolidge fiduciary advisors llp/ma | - | - | - |
| Federation des caisses desjardins du quebec | - | - | - |
| Commonwealth equity services | - | - | - |
| Blackrock | - | - | - |
| Tower research capital llc (trc) | - | - | - |
| Renaissance | - | - | - |
| Susquehanna group, llp | - | - | - |
| Samalin investment counsel | - | - | - |
| Creativeone wealth | - | - | - |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Creativeone wealth | - | - | - |
| Loring wolcott & coolidge fiduciary advisors llp/ma | - | - | - |
| Renaissance | - | - | - |
| Commonwealth equity services | - | - | - |
| Blackrock | - | - | - |
| Tower research capital llc (trc) | - | - | - |
| Federation des caisses desjardins du quebec | - | - | - |
| Susquehanna group, llp | - | - | - |
| Samalin investment counsel | - | - | - |
| Geode capital management | - | - | - |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Advisor group | - | - | -100.00 |
| Householder group estate & retirement specialist | - | - | -111.00 |
| Wells fargo & company/mn | - | - | -318.00 |
| Tompkins financial | - | - | -400.00 |
| Bank of america corp /de/ | - | - | -575.00 |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Anson funds management lp | - | - | -3.50M |
| Commonwealth equity services | - | - | -450.80K |
| Renaissance | - | - | -205.51K |
| Geode capital management | - | - | -183.42K |
| Creativeone wealth | - | - | -105.35K |
Sold Out
| Holder | Change |
|---|---|
| Advisor group | -100.00 |
| Householder group estate & retirement specialist | -111.00 |
| Wells fargo & company/mn | -318.00 |
| Tompkins financial | -400.00 |
| Bank of america corp /de/ | -575.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 1 | -75.00% | 39,482 | 0.72% | - | 387.19% | 1 | - | - | -100.00% |
| Jun 30, 2024 | 4 | -88.89% | 39,200 | -99.25% | - | 38567.18% | - | -100.00% | 1 | -88.89% |
| Mar 31, 2024 | 36 | 9.09% | 5,212,321 | 3.37% | - | 0.01% | 12 | 20.00% | 9 | 80.00% |
| Dec 31, 2023 | 33 | -5.71% | 5,042,264 | 93.34% | 16 | 9.30% | 10 | -23.08% | 5 | -28.57% |
| Sep 30, 2023 | 35 | 9.38% | 2,607,952 | 23.96% | 13 | 7.63% | 13 | 18.18% | 7 | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| NT Ext Equity Mkt Idx Fd - L | 10.40K | 0.02% | - |
| Northern Trust Extended Eq Market Idx | 10.40K | 0.02% | - |
| NT Ext Equity Mkt Idx Fd - NL | 3.83K | 0.01% | - |
| Spartan Total Market Index Pool E | 3.44K | 0.01% | - |
| NT Ext Equity Mkt Idx Fd - DC - NL - T2 | 3.08K | 0.01% | 2.00 |
| SSgA U.S. Extended Market Index Class I | 2.30K | 0.00% | - |
| Spartan Extended Market Index Pool E | 1.95K | 0.00% | 1.26K |
| SSgA U.S. Total Market Index Strategy | 663.00 | 0.00% | -15.00 |
| Northern Trust Wilshire 5000 | 472.00 | 0.00% | - |
| NT US Market Cap Idx Fd - L | 472.00 | 0.00% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 18, 2023 | Meer Claudia Michel | - | Sell | $666.60 |
| Sep 18, 2023 | Meer Claudia Michel | - | Sell | $24.23 |
| Sep 18, 2023 | Meer Claudia Michel | - | Sell | $48.46 |
| Sep 18, 2023 | Meer Claudia Michel | - | Sell | $48.46 |
| Sep 18, 2023 | Meer Claudia Michel | - | Sell | $48.46 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2023 Q4 | - | - |
| 2023 Q3 | - | 32 |
| 2023 Q2 | 17 | - |
| 2023 Q1 | - | - |
| 2022 Q4 | - | - |
ISUN Ownership FAQ
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