ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 268 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $154,000 | +62.1% | 1,758 | +102.5% | 0.01% | -21.4% |
| Q1 2020 | $95,000 | -18.1% | 868 | +0.3% | 0.01% | -6.7% |
| Q4 2019 | $116,000 | +9.4% | 865 | +0.5% | 0.02% | 0.0% |
| Q3 2019 | $106,000 | +1.9% | 861 | +0.5% | 0.02% | -6.2% |
| Q2 2019 | $104,000 | +3.0% | 857 | +0.5% | 0.02% | -5.9% |
| Q1 2019 | $101,000 | -40.6% | 853 | -48.3% | 0.02% | -48.5% |
| Q4 2018 | $170,000 | -13.3% | 1,650 | +0.4% | 0.03% | -8.3% |
| Q3 2018 | $196,000 | +117.8% | 1,643 | +105.4% | 0.04% | +100.0% |
| Q2 2018 | $90,000 | +1.1% | 800 | 0.0% | 0.02% | -10.0% |
| Q1 2018 | $89,000 | 0.0% | 800 | 0.0% | 0.02% | -13.0% |
| Q4 2017 | $89,000 | – | 800 | – | 0.02% | – |
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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% |