ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 381 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $321,218 | -92.7% | 3,430 | -93.6% | 0.15% | -94.4% |
| Q4 2022 | $4,398,716 | -0.3% | 53,434 | +17.3% | 2.68% | -24.1% |
| Q1 2022 | $4,413,051 | -53.0% | 45,571 | -48.4% | 3.54% | -38.5% |
| Q4 2021 | $9,381,253 | +26.6% | 88,294 | +14.3% | 5.75% | +30.0% |
| Q3 2021 | $7,408,712 | +20.2% | 77,214 | +19.7% | 4.43% | +5.2% |
| Q2 2021 | $6,162,264 | +62.4% | 64,499 | +49.3% | 4.21% | +41.4% |
| Q1 2021 | $3,793,912 | – | 43,201 | – | 2.98% | – |
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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% |