ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 153 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $830,971 | +1.6% | 9,236 | +5.7% | 0.24% | +4.7% |
| Q2 2023 | $818,048 | +7.0% | 8,736 | +0.3% | 0.23% | +0.4% |
| Q1 2023 | $764,832 | +16.1% | 8,714 | +8.9% | 0.23% | +11.6% |
| Q4 2022 | $658,560 | +2432.9% | 8,000 | +3569.7% | 0.21% | +989.5% |
| Q1 2019 | $26,000 | +18.2% | 218 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $22,000 | -15.4% | 218 | 0.0% | 0.02% | -9.5% |
| Q3 2018 | $26,000 | +4.0% | 218 | 0.0% | 0.02% | -4.5% |
| Q2 2018 | $25,000 | +4.2% | 218 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $24,000 | -7.7% | 218 | -5.2% | 0.02% | -8.3% |
| Q4 2017 | $26,000 | – | 230 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AVALON CAPITAL MANAGEMENT | 25,435 | $2,825,000 | 2.52% |
| Highland Private Wealth Management | 90,680 | $10,072,000 | 2.02% |
| TOMPKINS FINANCIAL CORP | 31,258 | $3,471,000 | 0.80% |
| Patriot Wealth Management, Inc. | 47,392 | $5,264,000 | 0.75% |
| FundX Investment Group, LLC | 9,722 | $1,080,000 | 0.54% |
| Squar Milner Financial Services LLC | 3,270 | $387,000 | 0.47% |
| GOULD ASSET MANAGEMENT LLC /CA/ | 9,685 | $1,076,000 | 0.47% |
| PEOPLES BANK /OH | 6,966 | $774,000 | 0.44% |
| FLAGSHIP HARBOR ADVISORS, LLC | 10,445 | $1,193,000 | 0.34% |
| Accredited Investors Inc. | 10,972 | $1,219,000 | 0.34% |