ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 417 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $11,893 | +6.7% | 127 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $11,147 | -96.7% | 127 | -96.9% | 0.00% | -97.6% |
| Q4 2022 | $336,747 | +8.6% | 4,091 | +0.3% | 0.04% | +2.4% |
| Q3 2022 | $310,000 | -5.5% | 4,078 | +0.4% | 0.04% | +2.5% |
| Q2 2022 | $328,000 | -16.5% | 4,063 | +0.2% | 0.04% | -4.8% |
| Q1 2022 | $393,000 | -8.6% | 4,055 | +0.2% | 0.04% | -8.7% |
| Q4 2021 | $430,000 | +11.1% | 4,046 | +0.2% | 0.05% | +7.0% |
| Q3 2021 | $387,000 | +283.2% | 4,038 | +281.7% | 0.04% | +290.9% |
| Q2 2021 | $101,000 | +8.6% | 1,058 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $93,000 | -21.8% | 1,058 | +5.8% | 0.01% | -71.1% |
| Q3 2018 | $119,000 | +5.3% | 1,000 | 0.0% | 0.04% | 0.0% |
| Q2 2018 | $113,000 | +1.8% | 1,000 | 0.0% | 0.04% | -9.5% |
| Q1 2018 | $111,000 | 0.0% | 1,000 | 0.0% | 0.04% | -16.0% |
| Q4 2017 | $111,000 | +5.7% | 1,000 | 0.0% | 0.05% | -3.8% |
| Q3 2017 | $105,000 | – | 1,000 | – | 0.05% | – |
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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% |