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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $560,808 | +130929.9% | 5,988 | +22.8% | 0.00% | 0.0% |
| Q1 2023 | $428 | +8.9% | 4,876 | +1.9% | 0.00% | 0.0% |
| Q4 2022 | $393 | -99.9% | 4,783 | -8.1% | 0.00% | 0.0% |
| Q3 2022 | $394,000 | +1.8% | 5,202 | +8.4% | 0.00% | 0.0% |
| Q2 2022 | $387,000 | +534.4% | 4,801 | +662.1% | 0.00% | – |
| Q1 2022 | $61,000 | +5.2% | 630 | +13.7% | 0.00% | – |
| Q4 2021 | $58,000 | +7.4% | 554 | -2.8% | 0.00% | – |
| Q3 2021 | $54,000 | +5.9% | 570 | +5.0% | 0.00% | – |
| Q2 2021 | $51,000 | +5000.0% | 543 | +2485.7% | 0.00% | – |
| Q1 2021 | $1,000 | -90.9% | 21 | -74.7% | 0.00% | – |
| Q2 2020 | $11,000 | -31.2% | 83 | -42.0% | 0.00% | – |
| Q1 2020 | $16,000 | – | 143 | +3475.0% | 0.00% | – |
| Q3 2019 | $0 | – | 4 | – | 0.00% | – |
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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% |