ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 405 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $404,595 | -3.0% | 4,497 | +1.0% | 0.15% | -1.3% |
| Q2 2023 | $417,073 | +27.1% | 4,454 | +19.1% | 0.15% | +22.1% |
| Q1 2023 | $328,172 | +2.6% | 3,739 | -3.7% | 0.12% | -3.2% |
| Q4 2022 | $319,731 | +13.8% | 3,884 | +4.9% | 0.13% | +7.7% |
| Q3 2022 | $281,000 | -6.6% | 3,704 | -0.7% | 0.12% | +0.9% |
| Q2 2022 | $301,000 | -16.6% | 3,731 | 0.0% | 0.12% | -4.1% |
| Q1 2022 | $361,000 | -1.6% | 3,731 | +8.0% | 0.12% | +1.7% |
| Q4 2021 | $367,000 | +17.6% | 3,456 | +6.1% | 0.12% | +12.3% |
| Q3 2021 | $312,000 | +9.1% | 3,256 | +8.7% | 0.11% | +9.3% |
| Q2 2021 | $286,000 | 0.0% | 2,996 | -8.0% | 0.10% | -6.7% |
| Q1 2021 | $286,000 | +6.7% | 3,256 | 0.0% | 0.10% | +3.0% |
| Q4 2020 | $268,000 | – | 3,256 | – | 0.10% | – |
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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% |