ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 243 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $20,000 | -4.8% | 260 | 0.0% | 0.00% | +50.0% |
| Q2 2022 | $21,000 | -4.5% | 260 | +15.0% | 0.00% | 0.0% |
| Q3 2021 | $22,000 | +4.8% | 226 | +0.4% | 0.00% | 0.0% |
| Q2 2021 | $21,000 | +5.0% | 225 | 0.0% | 0.00% | -33.3% |
| Q1 2021 | $20,000 | +11.1% | 225 | +0.4% | 0.00% | 0.0% |
| Q4 2020 | $18,000 | +12.5% | 224 | +100.0% | 0.00% | 0.0% |
| Q3 2020 | $16,000 | -36.0% | 112 | -36.0% | 0.00% | -40.0% |
| Q2 2020 | $25,000 | +19.0% | 175 | 0.0% | 0.01% | -16.7% |
| Q1 2020 | $21,000 | -16.0% | 175 | -1.7% | 0.01% | 0.0% |
| Q4 2019 | $25,000 | – | 178 | – | 0.01% | – |
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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% |