ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 130 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,215,675 | -3.9% | 13,512 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $1,265,264 | +6.7% | 13,512 | 0.0% | 0.02% | -4.2% |
| Q1 2023 | $1,185,948 | +6.6% | 13,512 | 0.0% | 0.02% | +4.3% |
| Q4 2022 | $1,112,308 | +9.3% | 13,512 | +0.7% | 0.02% | 0.0% |
| Q3 2022 | $1,018,000 | -8.3% | 13,412 | -2.5% | 0.02% | 0.0% |
| Q2 2022 | $1,110,000 | -16.7% | 13,762 | 0.0% | 0.02% | -4.2% |
| Q1 2022 | $1,333,000 | -8.8% | 13,762 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $1,462,000 | +10.8% | 13,762 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $1,320,000 | -33.3% | 13,762 | -33.6% | 0.02% | -33.3% |
| Q2 2021 | $1,979,000 | +8.8% | 20,712 | 0.0% | 0.04% | 0.0% |
| Q1 2021 | $1,819,000 | +6.7% | 20,712 | 0.0% | 0.04% | -2.7% |
| Q4 2020 | $1,705,000 | +12.0% | 20,712 | +100.0% | 0.04% | 0.0% |
| Q3 2020 | $1,523,000 | +10.0% | 10,356 | 0.0% | 0.04% | 0.0% |
| Q2 2020 | $1,385,000 | +21.8% | 10,356 | 0.0% | 0.04% | 0.0% |
| Q1 2020 | $1,137,000 | -18.1% | 10,356 | 0.0% | 0.04% | 0.0% |
| Q4 2019 | $1,388,000 | +8.4% | 10,356 | 0.0% | 0.04% | -2.6% |
| Q3 2019 | $1,280,000 | +1.4% | 10,356 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $1,262,000 | +5.6% | 10,356 | +2.5% | 0.04% | 0.0% |
| Q1 2019 | $1,195,000 | +26.6% | 10,106 | +10.4% | 0.04% | +5.6% |
| Q4 2018 | $944,000 | -13.6% | 9,152 | 0.0% | 0.04% | +2.9% |
| Q3 2018 | $1,092,000 | +5.8% | 9,152 | 0.0% | 0.04% | 0.0% |
| Q2 2018 | $1,032,000 | +1.7% | 9,152 | 0.0% | 0.04% | -10.3% |
| Q1 2018 | $1,015,000 | -0.2% | 9,152 | 0.0% | 0.04% | +2.6% |
| Q4 2017 | $1,017,000 | +6.4% | 9,152 | 0.0% | 0.04% | +2.7% |
| Q3 2017 | $956,000 | +2.1% | 9,152 | 0.0% | 0.04% | +2.8% |
| Q2 2017 | $936,000 | +4.1% | 9,152 | 0.0% | 0.04% | +2.9% |
| Q1 2017 | $899,000 | +6.8% | 9,152 | 0.0% | 0.04% | 0.0% |
| Q4 2016 | $842,000 | +1.2% | 9,152 | 0.0% | 0.04% | +2.9% |
| Q3 2016 | $832,000 | +5.2% | 9,152 | 0.0% | 0.03% | -2.9% |
| Q2 2016 | $791,000 | +1.5% | 9,152 | 0.0% | 0.04% | +2.9% |
| Q1 2016 | $779,000 | +1.0% | 9,152 | -1.1% | 0.03% | -5.6% |
| Q4 2015 | $771,000 | +14.7% | 9,252 | +8.5% | 0.04% | +12.5% |
| Q3 2015 | $672,000 | -1.5% | 8,527 | +6.5% | 0.03% | +3.2% |
| Q2 2015 | $682,000 | +10.4% | 8,008 | +11.4% | 0.03% | +10.7% |
| Q1 2015 | $618,000 | +28.8% | 7,190 | +29.0% | 0.03% | +16.7% |
| Q4 2014 | $480,000 | -17.5% | 5,575 | -21.2% | 0.02% | -17.2% |
| Q3 2014 | $582,000 | -1.5% | 7,075 | -1.7% | 0.03% | -3.3% |
| Q2 2014 | $591,000 | +0.7% | 7,194 | -4.3% | 0.03% | -9.1% |
| Q1 2014 | $587,000 | -28.4% | 7,514 | -29.7% | 0.03% | -26.7% |
| Q4 2013 | $820,000 | +15.7% | 10,685 | +6.6% | 0.04% | +9.8% |
| Q3 2013 | $709,000 | +11.0% | 10,020 | +6.1% | 0.04% | +13.9% |
| Q2 2013 | $639,000 | – | 9,445 | – | 0.04% | – |
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% |