ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 10 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $100,213 | -3.9% | 1,114 | 0.0% | 0.01% | -15.4% |
| Q2 2023 | $104,301 | +7.0% | 1,114 | +0.3% | 0.01% | +18.2% |
| Q1 2023 | $97,510 | +7.0% | 1,111 | +0.4% | 0.01% | +10.0% |
| Q4 2022 | $91,110 | +9.8% | 1,107 | +1.0% | 0.01% | +11.1% |
| Q3 2022 | $83,000 | -5.7% | 1,096 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $88,000 | -17.0% | 1,096 | +0.3% | 0.01% | -10.0% |
| Q1 2022 | $106,000 | -8.6% | 1,093 | +0.3% | 0.01% | -9.1% |
| Q4 2021 | $116,000 | -28.0% | 1,090 | -35.1% | 0.01% | -26.7% |
| Q3 2021 | $161,000 | 0.0% | 1,680 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $161,000 | +9.5% | 1,680 | +0.5% | 0.02% | 0.0% |
| Q1 2021 | $147,000 | +6.5% | 1,672 | 0.0% | 0.02% | -6.2% |
| Q4 2020 | $138,000 | +12.2% | 1,672 | +100.7% | 0.02% | -5.9% |
| Q3 2020 | $123,000 | +10.8% | 833 | +0.4% | 0.02% | +6.2% |
| Q2 2020 | $111,000 | +23.3% | 830 | +0.7% | 0.02% | 0.0% |
| Q1 2020 | $90,000 | -18.2% | 824 | 0.0% | 0.02% | -15.8% |
| Q4 2019 | $110,000 | – | 824 | – | 0.02% | – |
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% |