ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 201 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $483,264 | +40.2% | 5,161 | +31.4% | 0.04% | +28.6% |
| Q1 2023 | $344,671 | +136133.6% | 3,927 | +27.8% | 0.04% | +9.4% |
| Q4 2022 | $253 | -99.9% | 3,072 | -1.2% | 0.03% | -5.9% |
| Q3 2022 | $236,000 | -14.2% | 3,109 | -8.8% | 0.03% | -15.0% |
| Q2 2022 | $275,000 | -8.9% | 3,409 | +9.5% | 0.04% | -2.4% |
| Q1 2022 | $302,000 | +7.9% | 3,114 | +6.7% | 0.04% | -14.6% |
| Q4 2021 | $280,000 | 0.0% | 2,918 | 0.0% | 0.05% | 0.0% |
| Q3 2021 | $280,000 | +0.4% | 2,918 | 0.0% | 0.05% | +54.8% |
| Q2 2021 | $279,000 | +9.0% | 2,918 | 0.0% | 0.03% | -43.6% |
| Q1 2021 | $256,000 | +6.7% | 2,918 | 0.0% | 0.06% | -6.8% |
| Q4 2020 | $240,000 | +29.7% | 2,918 | +131.8% | 0.06% | +11.3% |
| Q3 2020 | $185,000 | +10.1% | 1,259 | 0.0% | 0.05% | -1.9% |
| Q2 2020 | $168,000 | +21.7% | 1,259 | 0.0% | 0.05% | -28.0% |
| Q1 2020 | $138,000 | -18.3% | 1,259 | 0.0% | 0.08% | -6.2% |
| Q4 2019 | $169,000 | +59.4% | 1,259 | +46.6% | 0.08% | +50.9% |
| Q3 2019 | $106,000 | +1.0% | 859 | 0.0% | 0.05% | 0.0% |
| Q2 2019 | $105,000 | +2.9% | 859 | 0.0% | 0.05% | +3.9% |
| Q1 2019 | $102,000 | +14.6% | 859 | 0.0% | 0.05% | +10.9% |
| Q4 2018 | $89,000 | +85.4% | 859 | +114.8% | 0.05% | +253.8% |
| Q3 2018 | $48,000 | – | 400 | – | 0.01% | – |
Download | ||||||
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% |