ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 418 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $241,420 | +7.0% | 2,578 | +0.3% | 0.03% | -17.6% |
| Q1 2023 | $225,690 | -50.2% | 2,571 | -54.2% | 0.03% | -72.1% |
| Q2 2022 | $453,000 | -16.4% | 5,608 | +0.3% | 0.12% | +41.9% |
| Q1 2022 | $542,000 | -2.0% | 5,594 | -2.9% | 0.09% | -15.7% |
| Q3 2021 | $553,000 | +0.5% | 5,761 | +0.1% | 0.10% | -7.3% |
| Q2 2021 | $550,000 | +7.6% | 5,753 | -1.2% | 0.11% | -24.1% |
| Q1 2021 | $511,000 | +14.3% | 5,824 | +7.3% | 0.14% | +0.7% |
| Q4 2020 | $447,000 | +26.3% | 5,426 | +104.9% | 0.14% | -1.4% |
| Q3 2020 | $354,000 | – | 2,648 | – | 0.15% | – |
Download | ||||||
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% |