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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $246,000 | +6.5% | 2,800 | 0.0% | 0.06% | +1.6% |
| Q4 2020 | $231,000 | -0.4% | 2,800 | +77.8% | 0.06% | -11.1% |
| Q3 2020 | $232,000 | +10.0% | 1,575 | 0.0% | 0.07% | +2.9% |
| Q2 2020 | $211,000 | 0.0% | 1,575 | 0.0% | 0.07% | -4.1% |
| Q4 2019 | $211,000 | -6.6% | 1,575 | -28.1% | 0.07% | -22.3% |
| Q4 2018 | $226,000 | -13.4% | 2,190 | 0.0% | 0.09% | +2.2% |
| Q3 2018 | $261,000 | +5.2% | 2,190 | 0.0% | 0.09% | -3.2% |
| Q2 2018 | $248,000 | – | 2,190 | – | 0.10% | – |
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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% |