ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 10 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $239,320 | -3.9% | 2,660 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $249,082 | +6.7% | 2,660 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $233,468 | +6.6% | 2,660 | 0.0% | 0.01% | -14.3% |
Q4 2022 | $218,971 | +8.4% | 2,660 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $202,000 | -6.0% | 2,660 | 0.0% | 0.01% | -12.5% |
Q2 2022 | $215,000 | -16.7% | 2,660 | 0.0% | 0.01% | 0.0% |
Q1 2022 | $258,000 | -8.8% | 2,660 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $283,000 | +11.0% | 2,660 | 0.0% | 0.01% | -11.1% |
Q3 2021 | $255,000 | +0.4% | 2,660 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $254,000 | +8.5% | 2,660 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $234,000 | +6.8% | 2,660 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $219,000 | – | 2,660 | – | 0.01% | – |
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% |