ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 405 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $209,989 | -3.9% | 2,334 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $218,555 | -14.3% | 2,334 | -19.6% | 0.00% | -20.0% |
| Q1 2023 | $254,884 | -11.5% | 2,904 | -17.0% | 0.01% | -16.7% |
| Q4 2022 | $288,085 | -15.5% | 3,500 | -22.0% | 0.01% | -14.3% |
| Q3 2022 | $341,000 | -5.8% | 4,489 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $362,000 | -16.8% | 4,489 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $435,000 | +16.9% | 4,489 | +28.3% | 0.01% | +16.7% |
| Q4 2021 | $372,000 | +10.7% | 3,500 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $336,000 | +0.6% | 3,500 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $334,000 | +8.8% | 3,500 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $307,000 | +9.6% | 3,500 | +2.9% | 0.01% | 0.0% |
| Q4 2020 | $280,000 | +12.0% | 3,400 | +100.0% | 0.01% | 0.0% |
| Q3 2020 | $250,000 | -12.6% | 1,700 | -20.6% | 0.01% | -25.0% |
| Q2 2020 | $286,000 | +21.7% | 2,140 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $235,000 | -15.2% | 2,140 | +3.6% | 0.01% | +14.3% |
| Q4 2019 | $277,000 | +8.6% | 2,065 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $255,000 | +1.2% | 2,065 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $252,000 | – | 2,065 | – | 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% |