ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 383 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $535,502 | -3.9% | 5,952 | 0.0% | 0.07% | -5.4% |
| Q2 2023 | $557,346 | +11.4% | 5,952 | +4.5% | 0.07% | +7.2% |
| Q1 2023 | $500,114 | +12.6% | 5,698 | +5.6% | 0.07% | +11.3% |
| Q4 2022 | $444,281 | +20.1% | 5,397 | +10.8% | 0.06% | +8.8% |
| Q3 2022 | $370,000 | +1.9% | 4,869 | +8.2% | 0.06% | +11.8% |
| Q2 2022 | $363,000 | -14.8% | 4,501 | +2.3% | 0.05% | -12.1% |
| Q1 2022 | $426,000 | -10.5% | 4,400 | -1.7% | 0.06% | -1.7% |
| Q4 2021 | $476,000 | +20.5% | 4,477 | +8.8% | 0.06% | +13.5% |
| Q3 2021 | $395,000 | +1.3% | 4,114 | +0.7% | 0.05% | +2.0% |
| Q2 2021 | $390,000 | +8.6% | 4,086 | 0.0% | 0.05% | +2.0% |
| Q1 2021 | $359,000 | – | 4,086 | – | 0.05% | – |
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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% |