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 | $214,938 | -4.0% | 2,389 | -0.0% | 0.05% | -5.6% |
| Q2 2023 | $223,800 | +6.1% | 2,390 | -0.5% | 0.05% | -1.8% |
| Q1 2023 | $210,911 | -15.0% | 2,403 | -26.4% | 0.06% | -34.5% |
| Q3 2022 | $248,000 | -15.9% | 3,267 | -10.7% | 0.08% | -16.0% |
| Q2 2022 | $295,000 | -2.0% | 3,659 | +17.8% | 0.10% | 0.0% |
| Q1 2022 | $301,000 | -4.1% | 3,107 | +5.1% | 0.10% | -1.0% |
| Q4 2021 | $314,000 | +3.0% | 2,955 | -7.1% | 0.10% | -5.6% |
| Q3 2021 | $305,000 | +47.3% | 3,181 | +47.1% | 0.11% | +48.6% |
| Q2 2021 | $207,000 | – | 2,163 | – | 0.07% | – |
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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% |