ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 414 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $170,196 | -10.3% | 1,892 | -6.6% | 0.02% | -11.1% |
| Q2 2023 | $189,700 | +2.3% | 2,026 | -5.5% | 0.03% | -10.0% |
| Q1 2023 | $185,423 | -23.1% | 2,145 | -12.6% | 0.03% | -31.8% |
| Q1 2022 | $241,000 | +1.3% | 2,453 | +0.8% | 0.04% | +12.8% |
| Q4 2021 | $238,000 | -21.2% | 2,433 | -22.6% | 0.04% | -27.8% |
| Q3 2021 | $302,000 | 0.0% | 3,143 | 0.0% | 0.05% | 0.0% |
| Q2 2021 | $302,000 | – | 3,143 | – | 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% |