ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 414 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $72,870 | +11.7% | 725 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $65,228 | -3.9% | 725 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $67,889 | +6.7% | 725 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $63,633 | -7.2% | 725 | -13.0% | 0.01% | 0.0% |
| Q4 2022 | $68,573 | +8.8% | 833 | 0.0% | 0.01% | -33.3% |
| Q3 2022 | $63,000 | -6.0% | 833 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $67,000 | -17.3% | 833 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $81,000 | +5.2% | 833 | +14.9% | 0.01% | +12.5% |
| Q4 2021 | $77,000 | +8.5% | 725 | -2.0% | 0.01% | 0.0% |
| Q3 2021 | $71,000 | 0.0% | 740 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $71,000 | +4.4% | 740 | -3.9% | 0.01% | 0.0% |
| Q1 2021 | $68,000 | 0.0% | 770 | -6.6% | 0.01% | -11.1% |
| Q4 2020 | $68,000 | +11.5% | 824 | +100.0% | 0.01% | +12.5% |
| Q3 2020 | $61,000 | -23.8% | 412 | -31.4% | 0.01% | -33.3% |
| Q2 2020 | $80,000 | +21.2% | 601 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $66,000 | -18.5% | 601 | 0.0% | 0.01% | +9.1% |
| Q4 2019 | $81,000 | +9.5% | 601 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $74,000 | – | 601 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Colorado Capital Management, Inc. | 32,891 | $3,281,000 | 2.36% |
| Highland Private Wealth Management | 39,355 | $4,697,000 | 1.56% |
| TOMPKINS FINANCIAL CORP | 31,827 | $3,799,000 | 0.78% |
| C-J Advisory, Inc. | 9,333 | $1,114,000 | 0.75% |
| Patriot Wealth Management, Inc. | 46,641 | $5,567,000 | 0.70% |
| FundX Investment Group, LLC | 9,342 | $1,115,000 | 0.62% |
| MISSION WEALTH MANAGEMENT, LP | 36,725 | $4,383,000 | 0.58% |
| GOULD ASSET MANAGEMENT LLC /CA/ | 10,640 | $1,270,000 | 0.51% |
| Shepherd Financial Partners LLC | 16,252 | $1,834,000 | 0.41% |
| Snowden Capital Advisors LLC | 29,481 | $3,518,938 | 0.40% |