ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 171 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $396,387 | -3.4% | 4,387 | +0.1% | 0.05% | -1.9% |
| Q2 2023 | $410,518 | +3.8% | 4,384 | -2.7% | 0.05% | +1.9% |
| Q1 2023 | $395,317 | +6.6% | 4,504 | 0.0% | 0.05% | +4.0% |
| Q4 2022 | $370,769 | +22.8% | 4,504 | +13.1% | 0.05% | +16.3% |
| Q3 2022 | $302,000 | -5.9% | 3,984 | 0.0% | 0.04% | +2.4% |
| Q2 2022 | $321,000 | -17.1% | 3,984 | -0.3% | 0.04% | -2.3% |
| Q1 2022 | $387,000 | -5.8% | 3,994 | +3.3% | 0.04% | -2.3% |
| Q4 2021 | $411,000 | +10.8% | 3,868 | 0.0% | 0.04% | -2.2% |
| Q3 2021 | $371,000 | +0.3% | 3,868 | 0.0% | 0.04% | -4.3% |
| Q2 2021 | $370,000 | +10.8% | 3,868 | +1.6% | 0.05% | +4.4% |
| Q1 2021 | $334,000 | +6.4% | 3,808 | 0.0% | 0.04% | 0.0% |
| Q4 2020 | $314,000 | -34.9% | 3,808 | +16.3% | 0.04% | -40.8% |
| Q3 2020 | $482,000 | +10.0% | 3,274 | 0.0% | 0.08% | -3.8% |
| Q2 2020 | $438,000 | +22.0% | 3,274 | 0.0% | 0.08% | +14.5% |
| Q1 2020 | $359,000 | -12.0% | 3,274 | +7.6% | 0.07% | -4.2% |
| Q4 2019 | $408,000 | +14.9% | 3,042 | +5.8% | 0.07% | +5.9% |
| Q3 2019 | $355,000 | +1.4% | 2,875 | 0.0% | 0.07% | +3.0% |
| Q2 2019 | $350,000 | +2.9% | 2,875 | 0.0% | 0.07% | -12.0% |
| Q1 2019 | $340,000 | +14.5% | 2,875 | 0.0% | 0.08% | +1.4% |
| Q4 2018 | $297,000 | -13.4% | 2,875 | 0.0% | 0.07% | -9.8% |
| Q3 2018 | $343,000 | +5.9% | 2,875 | 0.0% | 0.08% | -3.5% |
| Q2 2018 | $324,000 | +1.6% | 2,875 | 0.0% | 0.08% | -2.3% |
| Q1 2018 | $319,000 | 0.0% | 2,875 | 0.0% | 0.09% | +13.0% |
| Q4 2017 | $319,000 | +6.3% | 2,875 | 0.0% | 0.08% | 0.0% |
| Q3 2017 | $300,000 | +2.0% | 2,875 | 0.0% | 0.08% | -1.3% |
| Q2 2017 | $294,000 | +4.3% | 2,875 | 0.0% | 0.08% | +8.3% |
| Q1 2017 | $282,000 | – | 2,875 | – | 0.07% | – |
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% |