ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 348 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,324 | -3.4% | 21,599 | +1.7% | 1.76% | -0.9% |
| Q2 2023 | $2,405 | -3.3% | 21,234 | +0.0% | 1.78% | -7.9% |
| Q1 2023 | $2,487 | -4.2% | 21,224 | -1.7% | 1.93% | -10.9% |
| Q4 2022 | $2,597 | -99.9% | 21,595 | -4.5% | 2.16% | +3.3% |
| Q3 2022 | $2,423,000 | -11.1% | 22,602 | -2.4% | 2.10% | -5.3% |
| Q2 2022 | $2,725,000 | -10.3% | 23,155 | -2.3% | 2.21% | +1.4% |
| Q1 2022 | $3,038,000 | +3.5% | 23,712 | -0.8% | 2.18% | +10.8% |
| Q4 2021 | $2,936,000 | +5.7% | 23,897 | -1.3% | 1.97% | +0.4% |
| Q3 2021 | $2,778,000 | -7.1% | 24,216 | -5.6% | 1.96% | -2.5% |
| Q2 2021 | $2,990,000 | -5.4% | 25,647 | -7.5% | 2.01% | -10.9% |
| Q1 2021 | $3,162,000 | +10.2% | 27,713 | -7.2% | 2.26% | +8.2% |
| Q4 2020 | $2,870,000 | +19.3% | 29,863 | +1.3% | 2.09% | +5.1% |
| Q3 2020 | $2,405,000 | -2.7% | 29,467 | -4.2% | 1.98% | -7.8% |
| Q2 2020 | $2,473,000 | +8.2% | 30,750 | -1.1% | 2.15% | +1.6% |
| Q1 2020 | $2,285,000 | -28.8% | 31,084 | +2.4% | 2.12% | -7.4% |
| Q4 2019 | $3,208,000 | +1.9% | 30,364 | -1.7% | 2.29% | -3.0% |
| Q3 2019 | $3,149,000 | +1.9% | 30,895 | -0.5% | 2.36% | +2.7% |
| Q2 2019 | $3,090,000 | +0.3% | 31,040 | -1.1% | 2.30% | -0.7% |
| Q1 2019 | $3,081,000 | +10.1% | 31,390 | +0.2% | 2.31% | -1.0% |
| Q4 2018 | $2,799,000 | -14.7% | 31,340 | -4.7% | 2.34% | -0.9% |
| Q3 2018 | $3,281,000 | +0.3% | 32,891 | -1.7% | 2.36% | +6.5% |
| Q2 2018 | $3,271,000 | +1393.6% | 33,463 | +1389.9% | 2.22% | +1408.2% |
| Q1 2018 | $219,000 | -0.5% | 2,246 | 0.0% | 0.15% | -4.5% |
| Q4 2017 | $220,000 | +5.8% | 2,246 | 0.0% | 0.15% | -1.3% |
| Q3 2017 | $208,000 | -6.3% | 2,246 | -9.7% | 0.16% | -10.9% |
| Q2 2017 | $222,000 | -5.5% | 2,488 | -8.1% | 0.18% | -11.2% |
| Q1 2017 | $235,000 | +5.9% | 2,706 | 0.0% | 0.20% | -2.0% |
| Q4 2016 | $222,000 | – | 2,706 | – | 0.20% | – |
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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% |