ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 268 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,187,514 | -5.2% | 13,199 | -1.4% | 0.02% | -5.6% |
Q2 2023 | $1,252,997 | +2.0% | 13,381 | -4.4% | 0.02% | -10.0% |
Q1 2023 | $1,228,780 | +15.5% | 14,000 | +8.3% | 0.02% | +5.3% |
Q4 2022 | $1,064,151 | +10.7% | 12,927 | +2.1% | 0.02% | 0.0% |
Q3 2022 | $961,000 | +6.8% | 12,657 | +13.5% | 0.02% | +11.8% |
Q2 2022 | $900,000 | -8.6% | 11,156 | +9.7% | 0.02% | +6.2% |
Q1 2022 | $985,000 | +3.8% | 10,167 | +13.8% | 0.02% | +6.7% |
Q4 2021 | $949,000 | +25.4% | 8,933 | +13.2% | 0.02% | +15.4% |
Q3 2021 | $757,000 | +5.1% | 7,890 | +4.6% | 0.01% | +8.3% |
Q2 2021 | $720,000 | +28.8% | 7,540 | +18.6% | 0.01% | 0.0% |
Q1 2021 | $559,000 | +24.8% | 6,360 | +17.0% | 0.01% | +20.0% |
Q4 2020 | $448,000 | +27.3% | 5,438 | +127.1% | 0.01% | +11.1% |
Q3 2020 | $352,000 | -10.7% | 2,395 | -18.7% | 0.01% | -18.2% |
Q2 2020 | $394,000 | +45.9% | 2,946 | +19.6% | 0.01% | +10.0% |
Q1 2020 | $270,000 | – | 2,464 | – | 0.01% | – |
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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% |