ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 167 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,253,095 | -7.4% | 69,502 | -3.6% | 0.06% | -3.4% |
| Q2 2023 | $6,751,819 | +106783.3% | 72,104 | +0.2% | 0.06% | +1.8% |
| Q1 2023 | $6,317 | +7.7% | 71,978 | +1.0% | 0.06% | +5.6% |
| Q4 2022 | $5,868 | -99.9% | 71,285 | -0.0% | 0.05% | -1.8% |
| Q3 2022 | $5,414,000 | -5.2% | 71,319 | +0.8% | 0.06% | +1.9% |
| Q2 2022 | $5,708,000 | -15.6% | 70,742 | +1.3% | 0.05% | -1.8% |
| Q1 2022 | $6,765,000 | -11.3% | 69,857 | -2.7% | 0.06% | -6.8% |
| Q4 2021 | $7,631,000 | +5.5% | 71,815 | -4.7% | 0.06% | -4.8% |
| Q3 2021 | $7,231,000 | +3.8% | 75,358 | +3.3% | 0.06% | +3.3% |
| Q2 2021 | $6,967,000 | +20.0% | 72,917 | +10.3% | 0.06% | +13.2% |
| Q1 2021 | $5,806,000 | +30.9% | 66,109 | +22.7% | 0.05% | +23.3% |
| Q4 2020 | $4,435,000 | +14.3% | 53,858 | +104.1% | 0.04% | +2.4% |
| Q3 2020 | $3,881,000 | +11.8% | 26,387 | +1.7% | 0.04% | +5.0% |
| Q2 2020 | $3,470,000 | +71.0% | 25,935 | +40.3% | 0.04% | +48.1% |
| Q1 2020 | $2,029,000 | -18.1% | 18,479 | 0.0% | 0.03% | +3.8% |
| Q4 2019 | $2,476,000 | +36.6% | 18,479 | +26.0% | 0.03% | +30.0% |
| Q3 2019 | $1,813,000 | +0.8% | 14,664 | -0.7% | 0.02% | 0.0% |
| Q2 2019 | $1,799,000 | +2.8% | 14,761 | -0.3% | 0.02% | 0.0% |
| Q1 2019 | $1,750,000 | +204.9% | 14,800 | +166.0% | 0.02% | +185.7% |
| Q4 2018 | $574,000 | -8.0% | 5,564 | +6.5% | 0.01% | 0.0% |
| Q3 2018 | $624,000 | +3.3% | 5,224 | -2.3% | 0.01% | 0.0% |
| Q2 2018 | $604,000 | +17.1% | 5,349 | +15.0% | 0.01% | +16.7% |
| Q1 2018 | $516,000 | -0.2% | 4,653 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $517,000 | +6.2% | 4,653 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $487,000 | +2.3% | 4,653 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $476,000 | +3.5% | 4,653 | -0.6% | 0.01% | +20.0% |
| Q1 2017 | $460,000 | +5.7% | 4,681 | -0.8% | 0.01% | 0.0% |
| Q4 2016 | $435,000 | 0.0% | 4,720 | -1.5% | 0.01% | -16.7% |
| Q3 2016 | $435,000 | +5.1% | 4,790 | 0.0% | 0.01% | +20.0% |
| Q2 2016 | $414,000 | +1.5% | 4,790 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $408,000 | +2.0% | 4,790 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $400,000 | +5.8% | 4,790 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $378,000 | -20.1% | 4,790 | -13.8% | 0.01% | -16.7% |
| Q2 2015 | $473,000 | -11.8% | 5,556 | -10.9% | 0.01% | -14.3% |
| Q1 2015 | $536,000 | +15.3% | 6,236 | +15.5% | 0.01% | +16.7% |
| Q4 2014 | $465,000 | +4.5% | 5,400 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $445,000 | +2.3% | 5,400 | +2.2% | 0.01% | +20.0% |
| Q2 2014 | $435,000 | +18.5% | 5,285 | +12.6% | 0.01% | 0.0% |
| Q1 2014 | $367,000 | +7.9% | 4,695 | +5.9% | 0.01% | +25.0% |
| Q4 2013 | $340,000 | +7.6% | 4,435 | -0.6% | 0.00% | 0.0% |
| Q3 2013 | $316,000 | +4.3% | 4,460 | -0.6% | 0.00% | 0.0% |
| Q2 2013 | $303,000 | – | 4,485 | – | 0.00% | – |
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% |