ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 348 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $93,625 | -3.9% | 1,041 | 0.0% | 0.04% | -4.9% |
| Q2 2023 | $97,444 | +101404.2% | 1,041 | -4.4% | 0.04% | -6.8% |
| Q1 2023 | $96 | -2.0% | 1,089 | -8.2% | 0.04% | -8.3% |
| Q4 2022 | $98 | -99.9% | 1,186 | +15.1% | 0.05% | -22.6% |
| Q3 2022 | $78,000 | -31.0% | 1,030 | -26.6% | 0.06% | +31.9% |
| Q2 2022 | $113,000 | -21.0% | 1,404 | -5.0% | 0.05% | -14.5% |
| Q1 2022 | $143,000 | -30.2% | 1,478 | -23.2% | 0.06% | -38.2% |
| Q4 2021 | $205,000 | -13.5% | 1,925 | -22.0% | 0.09% | -18.3% |
| Q3 2021 | $237,000 | +17.3% | 2,468 | +16.5% | 0.11% | +12.4% |
| Q2 2021 | $202,000 | +23.9% | 2,118 | +13.7% | 0.10% | +31.1% |
| Q1 2021 | $163,000 | +56.7% | 1,862 | +46.5% | 0.07% | +54.2% |
| Q4 2020 | $104,000 | – | 1,271 | – | 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% |