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 | $4,436,991 | -4.9% | 49,316 | -1.0% | 0.33% | 0.0% |
| Q2 2023 | $4,666,067 | +4.7% | 49,830 | -1.8% | 0.33% | -1.5% |
| Q1 2023 | $4,455,324 | +12.4% | 50,761 | +5.4% | 0.34% | +0.9% |
| Q4 2022 | $3,964,594 | +9.1% | 48,161 | +0.6% | 0.34% | -20.6% |
| Q3 2022 | $3,633,000 | -4.3% | 47,861 | +1.8% | 0.42% | -6.2% |
| Q2 2022 | $3,795,000 | -11.1% | 47,026 | +6.6% | 0.45% | +17.2% |
| Q1 2022 | $4,270,000 | +7.4% | 44,094 | +17.8% | 0.38% | +8.5% |
| Q4 2021 | $3,977,000 | +15.6% | 37,432 | +4.4% | 0.35% | -4.8% |
| Q3 2021 | $3,440,000 | +4.9% | 35,855 | +4.4% | 0.37% | +10.7% |
| Q2 2021 | $3,280,000 | +21.0% | 34,328 | +11.2% | 0.34% | -7.4% |
| Q1 2021 | $2,710,000 | +15.1% | 30,858 | +7.9% | 0.36% | -7.9% |
| Q4 2020 | $2,355,000 | +11.1% | 28,607 | +98.5% | 0.39% | -11.3% |
| Q3 2020 | $2,120,000 | -2.3% | 14,412 | -11.2% | 0.44% | +0.5% |
| Q2 2020 | $2,171,000 | +29.5% | 16,233 | +6.3% | 0.44% | +12.2% |
| Q1 2020 | $1,676,000 | -14.1% | 15,265 | +4.9% | 0.39% | +19.0% |
| Q4 2019 | $1,950,000 | +8.2% | 14,553 | -0.2% | 0.33% | -4.6% |
| Q3 2019 | $1,803,000 | +2.3% | 14,584 | +0.9% | 0.35% | +0.6% |
| Q2 2019 | $1,762,000 | +39.7% | 14,460 | +35.6% | 0.34% | +35.8% |
| Q1 2019 | $1,261,000 | +30.1% | 10,666 | +13.5% | 0.25% | +17.1% |
| Q4 2018 | $969,000 | -17.8% | 9,399 | -4.8% | 0.22% | -25.4% |
| Q3 2018 | $1,179,000 | -0.1% | 9,876 | -5.6% | 0.29% | -4.6% |
| Q2 2018 | $1,180,000 | -0.6% | 10,458 | -2.4% | 0.30% | -5.9% |
| Q1 2018 | $1,187,000 | -2.6% | 10,710 | -2.4% | 0.32% | -3.9% |
| Q4 2017 | $1,219,000 | -3.3% | 10,972 | -9.0% | 0.34% | -3.2% |
| Q3 2017 | $1,260,000 | +7.1% | 12,061 | +4.8% | 0.35% | +14.5% |
| Q2 2017 | $1,177,000 | +3.1% | 11,512 | -1.0% | 0.30% | +7.0% |
| Q1 2017 | $1,142,000 | +6.7% | 11,626 | -0.0% | 0.28% | +2.5% |
| Q4 2016 | $1,070,000 | +0.9% | 11,630 | -0.2% | 0.28% | -4.8% |
| Q3 2016 | $1,060,000 | +79.4% | 11,657 | +70.4% | 0.29% | +78.5% |
| Q2 2016 | $591,000 | -0.7% | 6,839 | -2.2% | 0.16% | +7.2% |
| Q1 2016 | $595,000 | +4.6% | 6,994 | +2.5% | 0.15% | +8.6% |
| Q4 2015 | $569,000 | -45.2% | 6,823 | -48.2% | 0.14% | 0.0% |
| Q3 2015 | $1,038,000 | +85.4% | 13,162 | +100.2% | 0.14% | -4.8% |
| Q2 2015 | $560,000 | +0.2% | 6,574 | +1.0% | 0.15% | +3.5% |
| Q1 2015 | $559,000 | +3.3% | 6,509 | +3.7% | 0.14% | -11.2% |
| Q4 2014 | $541,000 | 0.0% | 6,278 | -4.4% | 0.16% | -1.8% |
| Q3 2014 | $541,000 | +18.1% | 6,567 | +18.1% | 0.16% | +9.4% |
| Q2 2014 | $458,000 | -7.3% | 5,562 | -12.0% | 0.15% | -9.7% |
| Q1 2014 | $494,000 | +4.4% | 6,321 | +2.7% | 0.16% | -0.6% |
| Q4 2013 | $473,000 | +8.7% | 6,156 | +0.1% | 0.17% | +3.1% |
| Q3 2013 | $435,000 | +39.4% | 6,148 | +33.6% | 0.16% | +30.9% |
| Q2 2013 | $312,000 | – | 4,602 | – | 0.12% | – |
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% |